What will I find in this gateway?
A list of, or links to, general resources aimed at keeping you informed
about developments in the major subject area of financial
planning. These include:
What will I not find in this gateway?
Key books
These are general texts that have proven popular with members. In many cases
multiple copies of the most recent edition will be held, along with
select earlier editions. To borrow any of these items contact us on
1800 809 828 or knowledge@charteredaccountants.com.au
- 2007, Key observations: a forum on the financial planning industry The
Institute of Chartered Accountants in Australia, Sydney
- Banister, P M, Australian financial planning handbook Thomson
Lawbook Co., Pyrmont, NSW*
- CCH Australia Limited, Australian master financial planning
guide CCH, Sydney*
- Maister, D & Green, C 2000, The trusted advisor, The
Free Press, New York
- Taylor, S & Juchau, R 2005, Financial planning in
Australia LexisNexis Butterworths, Sydney.
* Latest edition purchased
Key journals
The Knowledge Centre in Sydney holds the following journals in hard copy format. You may visit in person and browse the journals or photocopy specific articles. Some journals are reviewed (R) by the Knowledge
Centre team and key articles are summarised and included in our online
catalogue. Members, candidates and affiliated individuals can request photocopies of the
full text of these articles (service charges may apply).
Please contact the Knowledge Centre regarding our hard copy coverage. A journal holdings list is currently in development.
(R)=Reviewed by Knowledge Centre staff, article summaries included in
online catalogue
- Charter (R)
- Financial Planning (R)
- IFA
- JASSA (R).
Key audio visual items
- Chartered Accountants Business in Focus series
A monthly DVD covering a range of business management and general
interest presentations
- The Accountants’ Education Channel
Comprises a monthly DVD, together with an online database of supporting technical pages and study guides which are distributed over the web. Very popular for maintaining CPE points.
Online services: available to members and candidates via the website
- Business Source Corporate by EBSCO Contains full text articles for more than 22,000 periodicals and other sources ranging from general business journals to specific accounting research publications. The database also contains company and country economic reports and market research reports
- Australia / NZ Reference Centre by EBSCO Contains full text from over 900 leading Australian and New Zealand newspapers and magazines, as well as biographies and electronic images.
Online services: available to members and candidates via Knowledge centre team
- Financial Services by LexisNexis The work addresses the main issues confronting the financial services
industry under the financial services legislative framework, including uniform system of regulation for financial products; single licensing framework for providers of financial service; and minimum standards of
conduct for dealing with retail clients including specific disclosure requirements. Relevant legislation and ASIC policy statements are included and extensively cross-referenced within the commentary. Other
industry specific matters are also addressed within this work.
Contact us to request a search of any of these services.
Knowledge guides
Knowledge guides are created by the Knowledge Centre team to inform members,candidates and affiliated individuals of resources available covering a range of specialist topics. The Knowledge guides are produced on a regular basis, so please watch the Institute’s website for further information.
Knowledge guides are presently available in the following areas:
Institute Content
- Analysis of AASB Standards
The Institute's Reporting and Assurance team monitors the work of the AASB and IASB to ensure members and candidates are aware of the latest developments in accounting standard setting. Its financial reporting section provides commentary on the AASB standards including a summary of each standard, developments, key differences and history, the standards compared to the International Financial Reporting Standards (IFRS), interpretations, rejection notices, questions and answers and relevant articles. More>
- The Institute’s Members’ Handbook
Includes standards, commentary and worked examples. The online Members’ Handbook contains the most up to date material.
- The Institute's Training and Development team
The Institute’s Training and Development team runs a huge number of events throughout the year. Check the training and development area on a regular basis to find out what’s on in your area. More>
- Chartered Accountants Live Online Training
Chartered Accountants Live Online Training is an exciting breakthrough enabling busy professionals to meet their ongoing training requirements in an effective and engaging way. More>
- Chartered Accountants Technical Conference 2008
If you need to know the latest legislation changes and technical details to do your job in a practical, quick and efficient manner, this is the conference for you. The conference will take a technical and practical approach to the latest issues facing accountants in tax, accounting, audit and financial planning. More>
Last updated: 22nd May 2008 |
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The Institute’s education and training pathway is the preferred choice for industry professionals.
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