Fundamentals of Financial Planning 2019
An introductory commentary on all aspects of financial planning. Available 12 Jan 2019.
Select a format
Product details
An introductory commentary on all aspects of financial planning. Available 12 Jan 2019.
Fundamentals of Financial Planning has been written as an introductory text for financial planners and undergraduate students of financial planning and is written in a practical outcomes-based format. Besides being the prescribed text for financial planning and wealth management certificates at NQF Level 5 and 6, this book is also an excellent reference work for anyone embarking on a career in financial planning as it covers all aspects of financial planning in one concise volume. Fundamentals of Financial Planning is the sister publication to the best-selling South African Financial Planning Handbook.
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
