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Phase 3 Exam Review 30 M/C, 30 T/F Questions Chapters 13 - 18

Phase 3 Exam Review 30 M/C, 30 T/F Questions Chapters 13 - 18. Personal Financial Planning FIN 235. Chapter 13: Investments. Saving v-v Spending and Investing Importance of Goals and Time Horizons in planning investment strategy Difference between securities and other type of investments

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Phase 3 Exam Review 30 M/C, 30 T/F Questions Chapters 13 - 18

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  1. Phase 3 Exam Review30M/C, 30 T/F QuestionsChapters 13 - 18 Personal Financial Planning FIN 235

  2. Chapter 13: Investments • Saving v-v Spending and Investing • Importance of Goals and Time Horizons in planning investment strategy • Difference between securities and other type of investments • Interest, Dividends, Capital Gains • Defining Income and Cash Flow from Real Estate investments. • Risk, Returns, and the Investment pyramid.

  3. Chapter 14: Stocks and Bonds • Acquiring shares in Public v-v Private Held Companies • What are negotiable instruments • Advantages of stock ownership from risk perspective • Importance of alpha measures • Dividend yields • Use of proxies • Types of Bonds • Callable, Mortgage, Debentures

  4. Chapter 15: Mutual Funds • Mutual Fund, Fund Families, Investment Companies • Advantages of Mutual Funds • Importance of Net Asset Values for open-ended mutual funds • Difference between Open-ended and Closed end funds. • Investment Objectives of REITs

  5. Chapter 16: Real Estate and Other High Risk Investments • Liquidity and Real Estate • Importance of Depreciation for rental properties • Establishing Value using Discounted Cash Flow method • Measuring Cash Flow in RE investments • Components of Real Estate • Rationales for Speculating in Real Estate and High Risk Investments

  6. Chapter 17: Retirement Planning • Recommended percentages of income from retirement assets and social security. • Estimating social security benefits • Eligibility requirements • Comparing regular IRAs to Roth IRAs • Difference between Defined Contribution and Defined Benefits plans • Contributory v-v Noncontributory plans

  7. Chapter 18: Estate Planning • Important Terms / Concepts • Probate • Estate Planning • Intestate • Joint Tenancy with right of survival • Contingent Beneficiaries • Durable Power of Attorney

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