PRESCRIBED TEXT FOR :
25208 (ADVANCED FINANCIAL PLANNING) AT UTS, SEMESTER 2 2008
25415 (PERSONAL FINANCIAL PLANNING) AT UTS, SEMESTER 2 2008
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.
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
* The text includes an in-depth treatment of important topics such as:
- risk and risk profiling
- asset valuation
- managed fund performance
- portfolio construction and the principles of investment.
* A comprehensive coverage of ASIC and legal compliance issues is included in
* 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
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
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