Personal financial planning
CGE17105 Personal Financial Planning
Individual Assignment
Personal Financial Plan
Plagiarism Declaration
I have read the section on Plagiarism in the University Handbook (also available online) and declare that, to the best of my knowledge and belief, this essay/assignment is my own work, all sources have been acknowledged and the essay/assignment contains no plagiarism.
I further declare that I have not previously submitted this work or any version of it for assessment in any other unit offered by CCCU or City University or any other institution.
Signed: Charmaine Yung
Date: 22-11-2013
Content
1. Personal profile with curriculum vitae (CV)
2. Introduction and my timeline
3. Stage 1(Education Planning)
4. Stage 2(Affordable Housing)
5. Stage 4(Retirement Planning)
6. Appendixes
7. Reference List
Personal profile with curriculum vitae (CV)
Personal information
Name: YUNG TING TING , Charmaine ( 翁婷婷)
Email: t.ting218@hotmail.com
Gender: Female
Age: 18
Nationality: Chinese
Academic background
Associate degree in Global Logistics and Supply Chain Management 2013-2015
Community College of City University
Completion Form 1-6 Sep 2008-May 2013
S.K.H Lam Woo Memorial Secondary School
HKDSE 2013
6 subjects passed including English, Chinese, Maths, LS, Econ, BAFS (accounting)
Work experience
Name of the company: China Life Insurance (overseas) Company Limited
August 2013
Job title: insurance agent assistant
Duty: Data entries, assist insurance agents, provide insurance services and give advices to the clients
Job skills
Computer skill: Microsoft office (word, excel, Power
Individual Assignment
Personal Financial Plan
Plagiarism Declaration
I have read the section on Plagiarism in the University Handbook (also available online) and declare that, to the best of my knowledge and belief, this essay/assignment is my own work, all sources have been acknowledged and the essay/assignment contains no plagiarism.
I further declare that I have not previously submitted this work or any version of it for assessment in any other unit offered by CCCU or City University or any other institution.
Signed: Charmaine Yung
Date: 22-11-2013
Content
1. Personal profile with curriculum vitae (CV)
2. Introduction and my timeline
3. Stage 1(Education Planning)
4. Stage 2(Affordable Housing)
5. Stage 4(Retirement Planning)
6. Appendixes
7. Reference List
Personal profile with curriculum vitae (CV)
Personal information
Name: YUNG TING TING , Charmaine ( 翁婷婷)
Email: t.ting218@hotmail.com
Gender: Female
Age: 18
Nationality: Chinese
Academic background
Associate degree in Global Logistics and Supply Chain Management 2013-2015
Community College of City University
Completion Form 1-6 Sep 2008-May 2013
S.K.H Lam Woo Memorial Secondary School
HKDSE 2013
6 subjects passed including English, Chinese, Maths, LS, Econ, BAFS (accounting)
Work experience
Name of the company: China Life Insurance (overseas) Company Limited
August 2013
Job title: insurance agent assistant
Duty: Data entries, assist insurance agents, provide insurance services and give advices to the clients
Job skills
Computer skill: Microsoft office (word, excel, Power