Financial Planning, Essentials Edition
Warren McKeown, Marc Olynyk, John Kerry, Lisa Ciancio, Diem La
ISBN: 9780730385738
This book is being used at: Curtin University, Deakin University, James Cook University, Queensland University of Technology, University of South Australia, Swinburne University, University of New South Wales, University of Technology Sydney, CQU
Financial Planning, Essentials Edition delivers concise, relatable, relevant and curriculum-aligned content carefully tailored to first-year undergraduate students.
You will be inspired, rather than saturated, by information on how to advise future clientele about investment decisions throughout their lifetime, and how this advice fits into the broader multi-disciplinary context (tax, psychology, law, accounting, etc.). Financial Planning, Essentials Edition will walk you through the fundamental conceptual and technical information required of financial planners, so that you feel both prepared and enthusiastic about your future career.
This edition also features Wiley’s Future Skills Guide, a unique tool which provides expert and practical advice on career preparedness making for more future-ready graduates.
Features
- Addressing all the essentials – All the essentials of Financial Planning clearly set out in just 12 chapters. Wiley’s essentials structure is perfect for today’s students who seek concise content presented alongside great examples and cases to ground theory in practical application.
- Relevance and currency – Updated case studies, examples, industry insights with content that reflects the dramatic shifts in economic and legislative environments, including the royal commission, COVID-19 market movements, technology, automation and the role of financial planning.
- Future Skills Guide – Unique to Wiley, our Future Skills Guide provides expert and practical advice on career preparedness making you more future-ready.
Mark Olynyk
John Kerry
Lisa Ciancio
Diem La
| 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 and insurance 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 |
Textbook: 9780730385738
