Financial Planning, 2nd Edition - Warren Mckeown

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Résumé :
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.

Biographie:
Warren McKeown was the Senior Lecturer and Course Director of Financial Planning at RMIT University for 11 years, where he devised and taught a range of fi nancial planning subjects in the undergraduate Financial Planning degree program and also subjects in the Master of Financial Planning program. He is currently a Teaching Fellow in Financial Accounting at the University of Melbourne. He has degrees in economics and education and a business master's degree by research. He has 25 years' experience in fi nancial planning as a Chartered Accountant and as a Certified Financial Planner. He maintains a small client base to ensure that his fi nancial planning skills are up to date. Warren prepared materials and presented workshops in fi nancial planning for the Personal Financial Planning and Superannuation segment of the CPA program for over 10 years. He was also a panel member of the Financial Industry Complaints Service (now Financial Ombudsman Service) and is currently a subject expert for CFP1, the Professionalism module of the FPA's CFP program. Mike Kerry is currently the Director of Learning Services at Deakin- Prime. Prior to joining DeakinPrime he was a Senior Lecturer in Financial Planning in the Faculty of Business and Law at Deakin University. Mike has been instrumental in the development and growth of both the undergraduate and postgraduate Financial Planning programs at Deakin University. He has also been extensively involved in the development of fi nancial planning curricula for the university's commercial clients. Mike's research interests include retirement planning and the use of computerbased technology to enhance planner-lient communication. Mike has a Bachelor of Commerce and a Master of Finance (Honours) from the University of Melbourne. Mike is also a Fellow of the Certifi ed Practising Accountants of Australia and a Financial Planning Specialist. Marc Olynyk is a Senior Lecturer in Financial Planning at La Trobe University and has held various roles within both academia and industry in the areas of fi nancial planning, superannuation, and retirement planning and accounting. He has many years' experience in both teaching and program leadership positions and has played a key role in the development, growth and accreditation of the financial planning discipline at La Trobe University. Marc is a member of the Financial Planning Association and the Institute of Chartered Accountants, a foundation member of the Financial Planning Education Council and a member of the Financial Planning Academic Forum. Marc has published articles in fi nancial planning, superannuation and financial literacy.

Sommaire:
1. Personal financial planning 2. Financial planning skills 3. Taxation planning 4. Investment choices 5. Direct investment -- fixed interest and shares 6. Direct investment -- property 7. Managed funds 8. Leveraged investments 9. Risk management and insurance 10. Superannuation 11. Retirement planning 12. Self-managed superannuation funds 13. Social security 14. Estate planning 15. Development of a statement of advice