|  | Beal, Diana Personal Finance
February 2001 95.90 Euro 2001. 442 Pages, Softcover ISBN 978-0-471-34250-2 - John Wiley & Sons
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| Detailed description Personal Finance introduces business and non-business students to the Australian financial planning industry. The text details the diversity of financial services and products available, and considers the importance of strategic planning and management. It is the first Australian text to discuss the regulatory environment assigned to the personal financial planning industry.
Personal financial planning in Australia is a growth industry. As more and more Australians look to financial planners for information and guidance on investment opportunities, and short-term and long-term financial planning goals, the personal financial planning industry needs to ensure that it offers professional, ethical and well-informed services and advice.
From the contents Preface About the Authors How to Use This Book List of Acronyms
Chapter 1: The Financial Planning Profession Chapter 2: Personal Financial Planning Chapter 3: Financial Planning Skills Chapter 4: Taxation Planning Chapter 5: Direct Investments Chapter 6: Managed Funds Chapter 7: Analysis of Investments Chapter 8: Personal Decision Making Chapter 9: Risk Management and Insurance Chapter 10: Consumer Credit Chapter 11: Leveraged Investments Chapter 12: Superannuation Chapter 13: Social Security Chapter 14: Estate Planning
Appendix 1 - Risk Appendix 2 - Advisory Services Guide Appendix 3 - Industry Web Sites
Glossary Index
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