This unique textbook, is designed for third-level
courses and modules on personal finance, both in the Republic of Ireland and in
the United Kingdom, and covers the main personal finance issues facing
individuals.
This 4th edition is up to date to the 2016 Budgets for both jurisdictions,
including changes to the welfare systems, personal taxation legislation
affecting individual income and the current regulatory framework for both
jurisdictions. The text is written in the context of the current economic
climate.
The key areas covered in this textbook include:
- Preparing a financial plan
- The financial life-cycle
- Risk management
- Debt management
- Savings management
- Investment management
- Retirement planning
- The regulation of financial services.
A range of self-test questions plus additional, more challenging questions
and case studies are provided for each topic. Adopting lecturers can access the
solutions to the challenging questions and case studies upon request.
For further information, contact publishing@charteredaccountants.ie or telephone on (+353) 01 637 7204
The Author
Anne Marie Ward is Professor of Accounting at the
University of Ulster (Jordanstown). Her teaching specialities are managerial
finance and financial accounting. She has taught both topics at undergraduate
and postgraduate levels. Anne Marie also lectured for Chartered Accountants
Ireland for 18 years. She has authored three other textbooks, including
Finance: Theory and Practice (3rd Edition, Chartered Accountants
Ireland, 2014) and has published widely in academic
journals.