LO 1.3 Financial Planning
Learning Intentions
By the end of this section you should be able to do the following
1. Construct a personal financial life cycle to identify financial needs at different life stages
2. Draft a personal financial life cycle to think about planning for your own financial needs
3. Plan finances for different stages of your life
4. Consider savings and expenditure
5. Consider estate planning
1. Construct a personal financial life cycle to identify financial needs at different life stages
2. Draft a personal financial life cycle to think about planning for your own financial needs
3. Plan finances for different stages of your life
4. Consider savings and expenditure
5. Consider estate planning
Videos
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Assessment - Matching Game
Additional Resources
Chapter notes |
Self Assessment - Quizlet |
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Click here to find an interactive game to help you with the definition for this chapter
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Powerpoint |
Playing Cards |
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Blooket
Click here and play a blooket to help with revision
Sound Files - MP 3
Key Terms
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Dependent Stage
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Independence Stage
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Developing stage
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Pre-Retirement Stage
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Retirement Stage
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