Price: $130.95
Financial Planning in Australia: Advice and Wealth Management demystifies the essential concepts, strategies, and tools necessary for offering astute advice on creating, investing, and managing personal wealth. With a focus on individual wealth management issues, it supplies a comprehensive overview of the financial planning landscape, highlighting key principles and best practices.
The 10th edition incorporates the latest legislative changes, including the Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics. In response to increased regulation stemming from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, the book maintains a dedicated chapter on Ethics and Professionalism, delving into potential conflict of interest situations for financial advisors.
Moreover, this latest edition elaborates on the field of Behavioural Finance to address the FASEA requirements in this area. To cater to the educational needs of financial planning courses conducted by registered training organisations (RTOs), associations, universities, colleges, and professional bodies, this book includes end-of-chapter questions, problem-solving exercises, and case studies, providing practical opportunities to apply theoretical knowledge.
Financial Planning in Australia: Advice and Wealth Management, 10th edition also offers access to interactive online learning activities and resources via the Lexis® Learning platform.
Features:
• Engaging, learner-friendly presentation
• Comprehensive online resources for lecturers and students
• Content in line with FPA curriculum for certified planners
• Regularly updated for relevance
Related Titles:
• Taylor, Financial Planning Essentials 2019 Edition, 2019
• Perkins & Monahan, Estate Planning: A Practical Guide for Estate and Financial Services Professionals, 5th edition, 2020