South African Financial Planning Handbook 2020
A comprehensive commentary on all aspects of financial planning. Available 10 Jan 2019.
Product details
A comprehensive commentary on all aspects of financial planning. Available 10 Jan 2019.
The SA Financial Planning Handbook is the most comprehensive work on Financial Planning in South Africa. It is the prescribed textbook for postgraduate studies in financial planning. It is updated annually and contains the latest changes to legislation and best practice in the financial planning industry. Full of practical examples and guidelines and so ideal for students as well as the professional financial planner. NB Students who write open book exams should only purchase the printed version.
Table of contents
Section 1 - Principles and Practices of Financial Planning
Chapter 1 - Principles and practices of financial planning
Chapter 2 - Ethics and professional standards
Chapter 3 - The regulatory environment
Chapter 4 - The Financial Advisory and Intermediary Services Act
Chapter 5 - Anti-money laundering and counter terrorist financing
Chapter 6 - The law of contract and delict
Chapter 7 - Personal financial management
Chapter 8 - The time value of money
Section 2 - Insurance Planning and Risk Management
Chapter 9 - Risk management
Chapter 10 - Principles of insurance
Chapter 11 - Healthcare
Section 3 - Investment Planning
Chapter 12 - Introduction to investment planning
Chapter 13 - Investment return and risk
Chapter 14 - Investment theory
Chapter 15 - Economics
Chapter 16 - The money market
Chapter 17 - The bond market
Chapter 18 - The property market
Chapter 19 - The equity market
Chapter 20 - Derivatives and alternative investments
Chapter 21 - Portfolio management
Chapter 22 - Investment vehicles
Chapter 23 - Behavioural finance
Chapter 24 - The investment planning process
Section 4 - Tax Planning
Chapter 25 - Income tax
Chapter 26 - Donations tax
Chapter 27 - Capital gains tax
Chapter 28 - Value-added tax
Chapter 29 - Transfer duty
Chapter 30 - Estate duty
Section 5 - Estate Planning
Chapter 31 - Marriage and matrimonial property law
Chapter 32 - The law of succession
Chapter 33 - The law and taxation of trusts
Chapter 34 - The administration of estates
Chapter 35 - Estate planning
Section 6 - Retirement Planning
Chapter 36 - Retirement funds
Chapter 37 - Taxation of retirement fund lump sums and severance benefits
Chapter 38 - Individual retirement planning
Section 7 - Business Planning and Integrated Financial Planning
Chapter 39 - Business entities
Chapter 40 - Business insurance
Chapter 41 - The interpretation of financial statements
Chapter 42 - Case study
Appendices: Valuation and Life Mortality Tables
Table of Cases
Index
