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Financial Planning Essentials, 2nd Edition

Warren McKeown, Marc Olynyk, Lisa Ciancio, Diem La

ISBN: 9781394286164

The second edition of Financial Planning Essentials delivers concise, contemporary, relevant and curriculum-aligned content carefully tailored to first-year undergraduate students. Students will be inspired, rather than saturated, by information on how to advise their future clientele about investment decisions throughout their lifetime.  

Features

  • Concise & Accessible – The text condenses all essential foundation aspects of financial planning into just 12 chapters, ensuring clarity and accessibility.
  • Up to Date – Ensuring relevance and currency, the book incorporates up-to-date local case studies, examples, and industry insights.
  • First-year Focused – Tailored primarily for first-year undergraduate students, the text maintains conciseness and gradually builds knowledge without overwhelming complexity.

Warren McKeown (University of Melbourne) 
Marc Olynyk (Deakin)
Lisa Ciancio (Ethics at Swinburne) 
Diem La (ex FPA) 

Chapter 1. Personal financial planning
Chapter 2. Financial planning skills
Chapter 3. Taxation planning
Chapter 4. Investment choices
Chapter 5. Fixed interest, shares and property
Chapter 6. Managed funds, leveraging and buying a house
Chapter 7. Risk management and insurance
Chapter 8. Superannuation
Chapter 9. Retirement planning
Chapter 10. Social security
Chapter 11. Estate planning
Chapter 12. Development of a statement of advice

As part of Wiley’s ongoing commitment to higher education, the Wiley Affordability Program is dedicated to providing you with premium Wiley learning resources at an affordable price. We believe that every student has a right to access quality resources, no matter what your budget. Now, we are even better equipped than before to do what we do best; help teachers teach and students learn.

Interactive E-Text: 9781394286188
Print Textbook: 9781394286164

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