Financial Planning, 2nd Edition, 2nd Edition

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.

Warren McKeown was the Senior Lecturer and CourseDirector of Financial Planning at RMIT University for 11 years,where he devised and taught a range of fi nancial planning subjectsin the undergraduate Financial Planning degree program and alsosubjects in the Master of Financial Planning program. He iscurrently a Teaching Fellow in Financial Accounting at theUniversity of Melbourne. He has degrees in economics and educationand a business master s degree by research. He has 25years experience in fi nancial planning as a CharteredAccountant and as a Certified Financial Planner. He maintains asmall client base to ensure that his fi nancial planning skills areup to date. Warren prepared materials and presented workshops in financial planning for the Personal Financial Planning andSuperannuation segment of the CPA program for over 10 years. He wasalso a panel member of the Financial Industry Complaints Service(now Financial Ombudsman Service) and is currently a subject expertfor CFP1, the Professionalism module of the FPA s CFPprogram. Mike Kerry is currently the Director of LearningServices at Deakin- Prime. Prior to joining DeakinPrime he was aSenior Lecturer in Financial Planning in the Faculty of Businessand Law at Deakin University. Mike has been instrumental in thedevelopment and growth of both the undergraduate and postgraduateFinancial Planning programs at Deakin University. He has also beenextensively involved in the development of fi nancial planningcurricula for the university s commercial clients.Mike s research interests include retirement planning and theuse of computerbased technology to enhance planner lientcommunication. Mike has a Bachelor of Commerce and a Master ofFinance (Honours) from the University of Melbourne. Mike is also aFellow of the Certifi ed Practising Accountants of Australia and aFinancial Planning Specialist. Marc Olynyk is a Senior Lecturer in Financial Planning atLa Trobe University and has held various roles within both academiaand 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 andhas played a key role in the development, growth and accreditationof the financial planning discipline at La Trobe University. Marcis a member of the Financial Planning Association and the Instituteof Chartered Accountants, a foundation member of the FinancialPlanning Education Council and a member of the Financial PlanningAcademic Forum. Marc has published articles in fi nancial planning,superannuation and financial literacy.

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. This is the fastest growing sector of the fast growing, trillion dollar plus superannuation industry, and the new chapter provides students with a clear context and understanding of its wide-reaching impact. The authors have further built on the title s reputation for presenting a comprehensive introduction to financial planning decisions, services and products, risk management, and the importance of long-term, strategic financial planning and lifelong management. In this 2nd edition, there is an increased focus on learning and understanding through the use of practical case studies to illustrate concepts. 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 it's members are accredited and comply with the industry-recognised professional and ethical standards. The financial planning profession is expecting significant growth over the next few years and, accordingly, an increasing number of graduates will aim to build a professional career around assisting others to achieve their financial goals and objectives. Financial Planning, 2nd edition, has been designed to equip students of higher education institutions with the knowledge, concepts and skills required to successfully enter the exciting profession of 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. This is the fastest growing sector of the fast growing, trillion dollar plus superannuation industry, and the new chapter provides students with a clear context and understanding of its wide-reaching impact. The authors have further built on the title s reputation for presenting a comprehensive introduction to financial planning decisions, services and products, risk management, and the importance of long-term, strategic financial planning and lifelong management. In this 2nd edition, there is an increased focus on learning and understanding through the use of practical case studies to illustrate concepts. 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 it's members are accredited and comply with the industry-recognised professional and ethical standards. The financial planning profession is expecting significant growth over the next few years and, accordingly, an increasing number of graduates will aim to build a professional career around assisting others to achieve their financial goals and objectives. Financial Planning, 2nd edition, has been designed to equip students of higher education institutions with the knowledge, concepts and skills required to successfully enter the exciting profession of financial planning.

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