Financial planning essentials

Author

• McKeown, Warren

Additional Author(s)

• Olynyk, Mark
• Kerry, Mike
• Ciancio, Lisa
• La, Diem

Publisher

Milton: John Wiley & Sons , 2021

Language

English

ISBN

9780730385738

Series

Subject(s)

• FINANCE, PERSONAL

Notes

. .

Abstract

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.

Physical Dimension

Number of Page(s)

xii, 523 p.

Dimension

28 cm.

Other Desc.

ill.

Summary / Review / Table of Content

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

Exemplar(s)

#	Accession No.	Call Number	Location	Status
1.	00671/22	332.024 McK F	Library - 7th Floor	Available