FINS2643 Study Guide - Midterm Guide: Financial Planning Association, Certified Financial Planner, Debt Service Ratio
13 Oct 2018
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The need: ageing population - shift of retirement funding responsibility to. Solvency (net worth) ratio = total net worth/ total asset individuals/unaffordable housing-save/ more wealth financial planning is the. Debt service ratio = total monthly loan payment / mon gross income situation across a large breadth of financial planning activities, including. Types of statement of advice :general /scaled soa /record of advice (roa) inter-relationships among often conflicting objectives.
