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Financial Planning, 2nd Edition

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Financial Planning, 2nd Edition by Warren McKeown
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Description

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.

Author Biography

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.
Release date NZ
November 30th, 2014
Country of Publication
United States
Imprint
John Wiley & Sons Inc
Pages
736
Dimensions
215x252x22
ISBN-13
9781118644836
Product ID
21735885

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