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SA Financial Planning Case Studies 1st Ed Revised (2024)

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

Publication Language: English
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ISBN/ISSN: 9781776179206

Product description

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.

SA Financial Planning Case Studies is a practical and dynamic guide. Packed with real-world examples, it covers estate planning, investment strategies, tax optimisation, and retirement planning. Including questions adapted from previous professional competency exams, and suggested solutions by our experts, it ensures the utmost relevance. Delve into specific financial planning scenarios and discover actionable solutions. The final case study is what makes this guide quintessential, tying everything together in an integrated financial plan. When paired with the SA Financial Planning Handbook, these two resources equip financial planners with the theory and practical guidance they need to excel in their profession and ace the Professional Competency Exams.

The revised first edition will be released by end January 2024 in print and ebook format.

 

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Table of contents

Section 1 - Financial planning standards and structure of a financial plan

The financial planning standards

Structure of a financial plan

Section 2 - Questions and solutions

Personal Financial Management

Tax Planning

Investment Planning

Retirement Planning

Estate Planning

Business Insurance

Section 3 - Focused case studies

Investment and Retirement Planning

Estate Planning

Section 4 - Developing a financial plan

Establish and define the relationship with the client

Collect the client's information

Analyse and assess the client's financial status

Develop the financial planning recommendations and present them to the client

SAMPLE FINANCIAL PLAN

Implement the financial planning recommendations

Review the client's situation