SA Financial Planning Case Studies 1st Ed
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
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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 first edition was released on 22 May 2023 in print and ebook format.
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
Section 3 - Focused case studies
Investment and Retirement 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