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Available4.8
12 reviews
ISBN-10 : 0409342548
ISBN-13 : 9780409342543
Author: Sharon Maria Taylor
The Financial Planning Environment What will I learn from this chapter? This introductory chapter sets the scene for the subsequent technical chapters. In many ways, financial planning is a product of the circumstances that arose in the early 1980s when it became apparent that such issues as an ageing population, poor levels of domestic savings and substantive changes in government policy relating to the funding of an individual’s retirement created the need for holistic financial advice. This chapter attempts to define and explain the term ‘financial planning’, followed by a discussion of the factors which have contributed to the emergence of this new profession/industry. Finally, the chapter briefly considers the historical framework of the industry and the role played by the major professional bodies and other industry participants.
Part 1 Introduction: Setting the Scene
Chapter 1 The Financial Planning Environment
Chapter 2 Ethics and Compliance
Chapter 3 The Client Adviser Relationship
Chapter 4 Constructing a Statement of Advice
Part 2 Building Wealth
Chapter 5 Cash Flow, Budgeting and Managing Credit
Chapter 6 Asset Allocation and Managing Risk
Chapter 7 Direct Investing
Chapter 8 Indirect Investing
Chapter 9 Investing in Superannuation
Part 3 Managing Wealth
Chapter 10 Taxation Strategies for Financial Planners
Chapter 11 Insurance Life, Income Protection, Health and General
Part 4 Using Your Wealth
Chapter 12 Superannuation and Retirement
Chapter 13 Social Security
Chapter 14 Estate Planning Core Principles and Practice
Chapter 15 Keys to Successful Financial Planning
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Tags: Financial planning, Australia, Sharon Maria Taylor, financial planning
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