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Modern Financial and Investment Planning

Tom Valentine, Callum Scott · ISBN 9781442543546
Modern Financial and Investment Planning | Zookal Textbooks | Zookal Textbooks
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Publisher Pearson Education Australia
Author(s) Tom Valentine / Callum Scott
Edition 2
Published 20th October 2011
Related course codes EDC155 - Learning Theory for Educators, FNCE30008 - Intermediate Personal Finance, AFM468 - Investment Management in Financial Planning, AFM568 - Investment Management in Financial Planning, FIN303 - Investment Management in Financial Planning
The most rigorous Australian financial and investment planning resource on the market.

 

Modern Financial and Investment Planning 2nd edition equips university students with the theory, regulations and policies required to satisfy the strict educational requirements imposed by industry.  

 

This includes requirements outlined within the Financial Services Act and ASIC requirements for individual specialist knowledge areas. It also covers the requirements for a Diploma of Financial Services (Financial Planning).

 

Finance and investment theories are comprehensively covered, including investment risk, asset valuation, risk profiling, managed fund performance and portfolio construction and an exciting new chapter on real-estate investing.

 

A wealth of real-life case studies at the beginning and end of each chapter illustrate theories in action and encourage students to analyse the concepts presented therein.

 

This completely updated second edition reflects current legislation and covers recent developments in the finance industry such as changes to superannuation and the impact of the Global Financial Crisis.
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