Financial Planning in Australia 2019 Essentials Edition
Financial Planning in Australia 2019 Essentials Edition is an essential introductory text for business and finance students, providing a contemporary approach to the provision of financial planning.
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Derived from the full version, Financial Planning in Australia: Advice and Wealth Management, 8th edn, Financial Planning in Australia 2019 Essentials Edition is the perfect introductory text for financial planning students. The content has been tailored for the target audience and is accompanied by a wealth of online materials for lecturers and students alike. The book has a practical and skills-based focus, and includes a variety of end-of-chapter questions to assist student learning.
- Engaging presentation of pedagogy
- Self-learning student material
- Content aligned with curriculum for financial planning undergraduate and TAFE courses
Taylor & Juchau, Financial Planning in Australia: Advice and Wealth Management, 8th edition, 2017
Perkins & Monahan, Estate Planning: A Framework for Advisers: CPD, 2016
Table of contents
Selected provisions of and related commentary covering:
Part 1: Introduction: Setting the Scene
- The Financial Planning Environment
- Ethics and Compliance
- The Client–Adviser Relationship
- Constructing a Statement of Advice
Part 2: Building Wealth
- Cash flow, Budgeting and Managing Credit
- Asset Allocation and Managing Risk
- Direct Investing
- Indirect Investment
- Investing in Superannuation
Part 3: Managing Wealth
- Taxation: Strategies for Financial Planners
- Insurance – Life, Income Protection, Health and General
Part 4: Using Your Wealth
- Superannuation and Retirement
- Social Security
- Estate Planning – Core Principles and Practice
- Keys to Successful Financial Planning