Financial Planning Essentials

by Warren McKeown, Mike Kerry, Marc Olynyk, Lisa Ciancio, Diem La

Financial Planning, Essentials Edition delivers concise, relatable, relevant and curriculum-aligned content carefully tailored to first-year undergraduate students.

Students will be inspired, rather than saturated, by information on how to advise their future clientele about investment decisions throughout their lifetime, and how this advice fits into the broader multi-disciplinary context (tax, psychology, law, accounting, etc.). Financial Planning, Essentials Edition will walk students through the fundamental conceptual and technical information required of financial planners, so that they feel both prepared and enthusiastic about their future careers.