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Modern Financial and Investment Planning (Please see new edition - ISBN: 9781442543546)

by: Tom Valentine

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On-line Price: $121.01 (includes GST)

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This is an old edition. There is a new edition of this book available. In many cases publishers substitute to newer editions automatically...

Only order if you require this exact edition.

Retail Price: $139.01

Publisher: PEARSON EDUCATION AU,31.12.06

Category: FINANCE Level:

ISBN: 073397144X
ISBN13: 9780733971440

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PRESCRIBED TEXT FOR :

25208 (ADVANCED FINANCIAL PLANNING) AT UTS, SEMESTER 2 2008
25415 (PERSONAL FINANCIAL PLANNING) AT UTS, SEMESTER 2 2008

Description


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An in-depth treatment of Australian financial and investment planning for the university student.

The Financial Services Act imposed strict educational requirements for holders of a financial services licence or an authority under one.


Modern Financial

and Investment Planning provides the knowledge necessary to meet these requirements, but at a level suitable for university presentation.


It covers the requirements for a Diploma of Financial Services (Financial Planning) as well as the material necessary to satisfy ASIC requirements for individual specialist knowledge areas.


However, the material is presented at a university level in that greater attention is paid to the intellectual underpinnings of the investment process, to integration of the knowledge provided and to significant theories about alternative approaches to investment.



Features and Benefits

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  * The text includes an in-depth treatment of important topics such as:


      - risk and risk profiling


      - investments


      - asset valuation


      - managed fund performance


      - portfolio construction and the principles of investment.


  * A comprehensive coverage of ASIC and legal compliance issues is included in

the book.


  * Some exercises and solutions are contained within the body of chapters to help students' understanding of the concepts.


  * Further readings, useful website addresses, a list of key concepts, revision questions and margin note definitions are just some of the pedagogy employed to make the text an effective learning resource for students.


  * The website will update figures as well as provide additional materials and extensive examples of financial plans.



Table of Contents

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1. The financial planning profession
2. Saving, financial markets and financial institutions
3. Interest rates and debt securities
4. Shares and share markets
5. The good, the bad and the ugly
6. Managed funds
7. Superannuation and retirement planning
8. Social security aspects of financial planning
9. Asset protection insurance
10. Taxation issues for investors
11. Principles of investment
12. Derivatives and investment management
13. Creating a financial plan

SUPPLEMENTS
Instructor's manual
Test bank
PowerPoint slides
Companion website



First Day of Class

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At Pearson Education, we share your desire to see your students learn, grow, and succeed. First Day of Class is our way of helping you show students how to get the most from their resources.

We'll automatically generate a personalised First Day of Class home page just for you, with links to a printable handout, an onscreen presentation, and an email you can send to your students.

Click here to create customised materials for your First Day of Class