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Fundamentals of Financial Planning 2023

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

Publication Language: English
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R750.00
R675.00
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ISBN/ISSN: 9781776175864

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 2023, 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.

 

Featured Authors

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