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Graduate Diploma in Financial Planning
FPINV501A Investment Planning
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Graduate Diploma in Financial Planning: FPINV501A Investment Planning
This guide supports the Graduate Certificate and the Graduate Diploma in Financial Planning
Welcome
eResources
Web Resources
Graduate Certificate Readings
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FPAFA501A Applied Financial Advice
FPBF501A Behavioural Finance
FPLAW501A Commercial and Corporations Law
FPETH501A Ethics and Professional Standards
Graduate Diploma Readings
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FPINV501A Investment Planning
FPTAX501A Taxation Planning
FPRET501A Retirement and Estate Planning
FPINS501A Insurance and Superannuation Planning
Academic Skills
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Recommended
Books
eBooks
Websites
Essentials of investments (2016) - Book
by
Zvi Bodie
Various editions available
Finance for normal people (2017) - Book and eBook
by
Meir Statman
Financial institutions, instruments and markets (2019) - eBook and book
by
Christopher Viney
Various editions available
Financial planning (2014) - Book
by
Warren McKeown
Financial planning in Australia : advice and wealth management (2022) - eBook and book
by
Sharon Taylor
Various editions available
Fundamentals of investing (2011) - eBook and book
by
Lawrence J. Gitman
various editions available
Investments : analysis and management (2013) - Book
by
Charles P. Jones
Various editions available
Investments : concepts and applications (2015) - Book
by
Tim Brailsford
Various editions available
Principles of investments (2013) - Book
by
Zvi Bodie
Teach yourself visually Access 2013 (2013) - eBook and book
by
Paul McFedries
Communication essentials for financial planners (2017) - eBook
by
John E. Grable; Joseph W. Goetz
The portfolio theorists : Von Neumann, Savage, Arrow and Markowitz (2012) - eBook
by
Colin Read
The psychology of investing (2018) - eBook
by
John R. Nofsinger
Investment management (2012)
Australian Bureau of Statistics (ABS)
Australian Financial Markets Association (AFMA)
Australian Securities & Investments Commission (ASIC) - Moneysmart
Australian Securities and Investments Commission (ASIC)
Australian Securities Exchange (ASX)
Bloomberg
DeListed Australian - Website
InvestSmart Financial Services
Moody's Investor Services
Morningstar
Reserve Bank of Australia (RBA)
Reuters
S&P Global Ratings
Readings
A-REITs
2020,
Australian Stock Exchange, viewed 1 October 2020, <https://www.asx.com.au/products/managed-funds/areits.htm>.
The Australian Financial Markets Association 2017,
Market conventions
,
AFMA, viewed 1 October 2020, <https://afma.com.au/standards/market-conventions>.
Australian Securities & Investments Commission 2017,
Crowd-sourced funding
,
ASIC, viewed 1 October 2020, <https://asic.gov.au/regulatory-resources/financial-services/crowd-sourced-funding/>.
Australian Securities Exchange 2018,
Warrants
,
ASX, viewed 1 October 2020, <https://www.asx.com.au/products/warrants.htm>.
Australian Stock Exchange 2016,
Understanding bonds: a guide to understanding simple bonds traded on the ASX
,
ASX, viewed 1 October 2020, <https://www.asx.com.au>.
Australian Stock Exchange 2018,
EFTs and ETPs course
,
ASX, viewed 1 October 2020, <https://www.asx.com.au/education/etfs-etcs-course.htm>.
Australian Stock Exchange 2018,
Exchange-traded treasury bonds (TBs)
,
ASX, viewed 1 October 2020, <https://www.asx.com.au/products/bonds/exchange-traded-treasury-bonds.htm>.
Australian Taxation Office 2018,
Allocating franking credits
,
ATO, viewed 1 October 2020, <https://www.ato.gov.au/Business/Imputation/Paying-dividends-and-other-distributions/Allocating-franking-credits/>.
Australian Taxation Office 2021,
Cost base of assets
,
ATO, viewed 20 September 2021, <https://www.ato.gov.au/Individuals/Capital-gains-tax/Calculating-your-CGT/Cost-base-of-assets/>.
Australian Taxation Office 2018,
Holding period rule
,
ATO, viewed 1 October 2020, <https://www.ato.gov.au/Individuals/myTax/2018/In-detail/Dividends/?page=3>.
Australian Taxation Office 2023,
Investment income
,
ATO, viewed 21 September 2023, <https://www.ato.gov.au/Individuals/Income-and-deductions/Income-you-must-declare/Investment-income/>.
Australian Taxation Office 2020,
Capital gains tax
,
ATO, viewed 1 October 2020, <https://www.ato.gov.au/general/capital-gains-tax/>.
Krauskopf, L 2018,
Wall Street roars back: traders eye volatility ahead
,
Reuters, viewed 1 October 2020, <https://www.reuters.com>.
Moneysmart n.d.,
Borrowing to invest: margin loans
,
Australian Securities & Investments Commission, viewed 1 October 2020, <https://moneysmart.gov.au/how-to-invest/borrowing-to-invest>.
Reserve Bank of Australia 2018,
Pricing formulae for Australian government securities
,
RBA, viewed 1 October 2020, <https://www.rba.gov.au/mkt-operations/resources/tech-notes/pricing-formulae.html>.
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