(eBook PDF) Financial Planning 2nd by Warren McKeown – Digital Ebook – Instant Delivery Download
Product details:
- ISBN-10 : 1118644832
- ISBN-13 : 978-1118644836
- Author: Warren McKeown, Mike Kerry, Marc Olynyk
Financial Planning 2nd edition has been thoroughly revised to reflect the changing legislative and professional regulations affecting the Australian financial planning industry, as well as capture the latest developments in teaching and learning design. Incorporated into this new edition is coverage of the Future of Financial Advice (FOFA),a new chapter on self–managed superannuation funds, and the hallmark strength of the comprehensive introduction to financial planning decisions, services and products, risk management, and the importance of long–term, strategic financial planning and lifelong management. As more and more Australians look to financial planners for information and guidance on investment opportunities, and both short–term and long–term financial planning goals, this new edition reflects the financial planning industry s need to ensure that its members are accredited and comply with the industry–recognised professional and ethical skills. Financial Planning 2nd edition has been designed to equip students of higher education institutions with the knowledge, concepts and application required to successfully enter the exciting profession of financial planning.
Table contents:
CHAPTER 1 Personal financial planning 1
CHAPTER 2 Financial planning skills 44
CHAPTER 3 Taxation planning 82
CHAPTER 4 Investment choices 127
CHAPTER 5 Direct investment — fixed interest and shares 159
CHAPTER 6 Direct investment — property 200
CHAPTER 7 Managed funds 234
CHAPTER 8 Leveraged investments 278
CHAPTER 9 Risk management and insurance 311
CHAPTER 11 Retirement planning 393
CHAPTER 12 Self?]managed superannuation funds 432
CHAPTER 13 Social security 472
CHAPTER 14 Estate planning 508
CHAPTER 15 Development of a statement of advice 540
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