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Financial Planning Essentials
The second edition of Financial Planning Essentials delivers concise, contemporary, 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. Encompassing the entire spectrum of client wealth management, from wealth development and protection to early investments, superannuation, and estate planning, this edition equips students with comprehensive knowledge and skills. A key focus is on instilling students with the necessary language and communication tools to deliver meaningful guidance to their future clients. Through a systematic exploration of fundamental concepts and technical competencies, Financial Planning Essentials, 2nd edition primes students for successful and fulfilling careers in financial planning. This text serves as an indispensable guide, fostering both readiness and enthusiasm among aspiring financial planners.
Subject Catalog
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National Union Catalog
Includes entries for maps and atlases.
Digital Executor®
The world has gone digital and so have our clients’ estates. Digital assets may simply be electronic records, but they are the digital gateway to our lives. They are our memories, our money, and our records, making technology the new player at the estate planning table. The Digital Executor®: Unraveling the New Path for Estate Planning arms estate advisors, business owners, service providers, and the broader estate and technology industries with heightened awareness of client expectations regarding their digital estates. Everyone needs a will and in today’s age of digitization, estate plans must include your client's digital life. This book is a primer for understanding a client’s per...
Commonwealth Universities Yearbook
A directory to the universities of the Commonwealth and the handbook of their association.
Financial Planning
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. Throughout this edition, a significant amount of work has been undertaken to integrate the Future of Financial Advice (FOFA) reforms across the title. The FOFA reforms had their genesis in a string of high-profile collapses that included Storm Financial, Westpoint and Opes Prime, which in turn led to a lack of trust and confidence in the financial planning sector. This edition also includes a new chapter on self-managed superannuation funds...
The History of Financial Planning
The first book to provide a comprehensive history of the financial planning profession The financial services field has been revolutionized in the last quarter of the twentieth century by the financial planning profession. So much has happened in so little time that it has been difficult to keep up with the events and key players that make up the world of financial planning. The History of Financial Planning is the first book to provide a comprehensive history of the profession. Backed by the Financial Planning Association, The History of Financial Planning offers a clear overview of the industry and how it has grown and changed over the years. This book chronicles the history of the profess...
External Research
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