Fundamentals of Financial Planning 2025
Fundamentals of Financial Planning provides aspirant financial planners with an introduction to all aspects of financial planning in one concise work.
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Product description
Fundamentals of Financial Planning provides aspirant financial planners with an introduction to all aspects of financial planning in one concise work.
Ideal for undergraduate students of financial planning and those starting their careers in the field, this work presents an overview of financial planning in a concise, practical manner. It is the prescribed text for undergraduate financial degrees and wealth management certificates at NQF Level 5 /6, making it an essential resource for anyone pursuing these qualifications. The experienced panel of authors cover all aspects of financial planning, providing a comprehensive introduction to the subject matter. Published in January 2025, this volume serves as a foundation for more detailed coverage found in the best-selling South African Financial Planning Handbook.
Available in print and ebook format.
Table of contents
Section 1 - Fundamentals of financial planning
Chapter 1 - The financial planning profession
Chapter 2 - The Financial Advisory and Intermediary Services Act
Chapter 3 - Anti-money laundering and counter terrorist legislation
Chapter 4 - The client and the financial planning process
Chapter 5 - Financial calculations and the time value of money
Section 2 - Insurance planning and risk management
Chapter 6 - General principles of risk management and insurance law
Chapter 7 - Insurance products and the Long-term Insurance Act
Chapter 8 - Healthcare
Section 3 - Tax planning
Chapter 9 - Income tax
Chapter 10 - Capital gains tax
Chapter 11 - Donations tax, transfer duty and VAT
Chapter 12 - Estate duty
Section 4 - Investment planning
Chapter 13 - Economics
Chapter 14 - Investment planning
Section 5 - Estate planning
Chapter 15 - Law of succession
Chapter 16 - Marriage and Matrim property law
Chapter 17 - Law and taxation of trusts
Chapter 18 - Estate planning
Section 6 - Retirement planning
Chapter 19 - Individual retirement planning
Chapter 20 - Employee benefits
Section 7 - Business planning
Chapter 21 - Business entities
Chapter 22 - Business insurance
Chapter 23 - Financial management and understanding financial statements
Section 8 - Integrated financial planning
Chapter 24 - Case study
Appendices
Valuation tables
The a(55) life mortality tables
Index
