Category Archives: Exam

DUAL Finance Module 14: Retirement & Estate Planning

Return to Modules Objectives: Understand the changing nature of retirement planning Choose how your retirement benefits are paid out to you Understand the importance and the process of estate planning Avoid probate  Reading For This Module: Chapter 15/16 – Keown, Arthur, “Personal … Continue reading

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DUAL Finance Module 4: Financial Institutions and Cash Management

Return to Modules Objectives: Manage your cash and understand why you need liquid assets Automate your savings Choose from among the different types of financial institutions that provide cash management services Compare the various cash management alternatives Compare rates on … Continue reading

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