NAB/MLC Learning Activities 2007

QUESTIONS & ACTIVITIES

1. Explain the difference between having a wealth management strategy and saving money.


 

 

EXTENSION ACTIVITIES

1. Imagine you are an MLC financial planner. Draw up a proposal for a customer explaining the main features of both a fee-for-service investment strategy and a commission-based investment strategy.


 

 

Case Study:
MLC: Leading the evolution of financial advice

Attachments:

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