
Financial Planning, Essentials Edition
- English
- PDF
- Available on iOS & Android
Financial Planning, Essentials Edition
About this book
Financial Planning, Essentials Edition delivers concise, relatable, 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, and how this advice fits into the broader multi-disciplinary context (tax, psychology, law, accounting, etc.). Financial Planning, Essentials Edition will walk students through the fundamental conceptual and technical information required of financial planners, so that they feel both prepared and enthusiastic about their future careers. 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.
Frequently asked questions
- Essential is ideal for learners and professionals who enjoy exploring a wide range of subjects. Access the Essential Library with 800,000+ trusted titles and best-sellers across business, personal growth, and the humanities. Includes unlimited reading time and Standard Read Aloud voice.
- Complete: Perfect for advanced learners and researchers needing full, unrestricted access. Unlock 1.4M+ books across hundreds of subjects, including academic and specialized titles. The Complete Plan also includes advanced features like Premium Read Aloud and Research Assistant.
Please note we cannot support devices running on iOS 13 and Android 7 or earlier. Learn more about using the app.
Information
Table of contents
- Cover
- Tittle Page
- Copyright Page
- BRIEF CONTENTS
- CONTENTS
- ABOUT THE AUTHORS
- PREFACE
- 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
- FUTURE SKILLS GUIDE
- INDEX
- EULA