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SA Financial Planning Handbook 2024

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.

Publication Language: English
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R1,400.00
R1,260.00
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ISBN/ISSN: 9781776179169

Product description

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.

The SA Financial Planning Handbook is the go-to resource for financial planners in South Africa. It covers all the necessary knowledge requirements and is prescribed for postgraduate studies, a prerequisite for becoming a certified financial planner. It's updated annually to reflect the latest developments in legislation and case law making it a valuable reference for both professionals and postgraduate students. Experience the advantage of industry-leading insights at your fingertips.

The 21st edition is available in print, ebook and online format from mid-January 2024. Online format must be added to a base package. "Request a quote" and a sales agent will contact you.

 

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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 - The investment planning process

Section 4 - Tax Planning

Chapter 24 - Income tax

Chapter 25 - Donations tax

Chapter 26 - Capital gains tax

Chapter 27 - Value-added tax

Chapter 28 - Transfer duty

Chapter 29 - Estate duty

Section 5 - Estate Planning

Chapter 30 - Marriage and matrimonial property law

Chapter 31 - The law of succession

Chapter 32 - The law and taxation of trusts

Chapter 33 - The administration of estates

Chapter 34 - Estate planning

Section 6 - Retirement Planning

Chapter 35 - Retirement funds

Chapter 36 - Taxation of retirement fund lump sums and severance benefits

Chapter 39 - Individual retirement planning

Section 7 - Business Planning and Integrated Financial Planning

Chapter 38 - Business entities

Chapter 39 - Business insurance

Chapter 40 - The interpretation of financial statements

Appendices: Valuation and Life Mortality Tables

Index