Financial Calculations and Worksheets provides step-by-step guidance on how to do complex financial calculations including tax, retirement, assurance and estate planning calculations.

Frontiers in Financial Psychology links the theory and practice of financial planning to human behaviour, covering behavioural finance and financial counselling, coaching, and therapy.

Endorsed by the FPI, SA Financial Planning Case Studies provides practical guidance on the process of holistic financial planning, from the initial meeting with the client to the compilation of a financial plan

Endorsed by the FPI, SA Financial Planning Case Studies provides practical guidance on the process of holistic financial planning, from the initial meeting with the client to the compilation of a financial plan

A commentary on the essential aspects of corporate and personal financial planning. Includes extracts from relevant legislation. Available Dec 2022.

Fundamentals of Financial Planning provides aspirant financial planners with an introduction to all aspects of financial planning in one concise work.

A comprehensive commentary on investment planning and theory. Only available in online format.

Endorsed by the FPI, the SA Financial Planning Handbook is an essential text for post-graduate financial planning studies. This work provides the theory you need to know to become a competent financial planner.

Endorsed by the FPI, the SA Financial Planning Handbook is an essential text for post-graduate financial planning studies. This work provides the theory you need to know to become a competent financial planner.