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.
By:
Warren McKeown (University of Melbourne), Marc Olynyk (La Trobe University), Lisa Ciancio, Diem La Imprint: John Wiley & Sons Australia Ltd Country of Publication: Australia Edition: 2nd Revised edition Dimensions:
Height: 28mm,
Width: 22mm,
Spine: 2mm
Weight: 1.021kg ISBN:9781394286164 ISBN 10: 1394286163 Pages: 512 Publication Date:13 September 2024 Audience:
College/higher education
,
Primary
Format:Paperback Publisher's Status: Active