Modern Financial and Investment Planning

A resource about Australian financial and investment planning

Modern Financial and Investment Planning 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 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.