SA Financial Planning Handbook 2025
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.
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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 22nd edition is available in print, ebook and online format from mid-January 2025. Online format must be added to a Lexis+ base package. Visit www.lexisnexis.co.za/lexisplus for more information.
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
