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The financial planning education and training agenda in Australia
Personal financial planning Regulation Australian universities Education and training Private
2011/8/20
Against a backdrop of financial services reform and uncertain economic times, attention has been focused on the competence of financial advisers. This paper examines the current training and education...
Financial Planning Research: Articles That Practitioners Can Use
Financial Planning practical application Practitioners
2011/8/20
Very few financial planning professionals review academic publications in their field. Although academic research is sometimes user-unfriendly and too theoretical for practical application, many artic...
A Comparison of Financial Analysis Software for Use in Financial Planning for Small Businesses
Financial Planning Financial Analysis Software Comparison Small Busines
2011/8/20
While there is a plethora of tools, methods, and alternatives for financial planning for individuals, there is a minimal variety of tools or methods available to help small business owners with their ...
Long Range Planning is one of the leading international journals in the field of strategic management that is published six times a year. It features articles which offer original research that bridge...
Tax planning: avoiding the rule against perpetuities with foreign-based trusts - why, how and whether
Perpetuities deferred taxes trusts the rule avoiding the rule
2010/10/18
It is not uncommon for the interests and desires of those who plan the disposition
of their estates to become entangled with principles of property and probate law not
originally intended to thwart ...
A Tricotomic Examination of the Planning School, Learning School, and Positioning School Relative to Achieving Optimal Financial Performance in Discontinuous Environmental Turbulence Levels
Planning School Learning School Positioning School Ansoff
2010/10/18
We present a synthesis of the general methodologies of the Planning School, Learning School, and the Positioning School of strategic formulation which are the most commonly used by academia, research ...
Educational Development in Asia: Issues in Planning, Policy, and Finance
Educational Development Asia
2009/9/1
Educational Development in Asia: Issues in Planning, Policy, and Finance.
The Financial Planning Association
Financial 金融
2008/1/15
The Financial Planning Association demonstrate a commitment to the highest standards of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals.
06 December 2006，University of Queensland Law School academic Dr David Morrison has created a roadmap for personal finance in his new book Personal Financial Planning that serves both as a text for st...