Keeping up to date with legislative and policy changes in the highly regulated financial services industry can be challenging.Professionals need to make effective financial decisions for their clients and organisations while ensuring regulatory compliance.
The best-selling South African Financial Planning Handbook 2021, published by LexisNexis, is the latest update to the most comprehensive reference work in this industry. Updated annually to contain the latest legislative revisions, recent case law, industry best practice, practical examples and guidelines, the text is ideal for students, academics and practicing professionals, such as financial planners, legal advisors, academics and compliance officers. It is also the prescribed textbook for postgraduate studies in financial planning.
Providing relevant examples, collated tables and simplified information, this title offers useful commentary on all aspects of financial planning. Big picture decision making is easier with direct access to the most comprehensive and up-to-date content, giving planners and advisors complete confidence in their recommendations.
The South African Financial Planning Handbook 2021 is co-authored by Brian Goodall, Lee Rossini, Marius Botha, Walter Geach, Laura du Preez and Paul Rabenowitz. The title is available in Print (ISBN 9780639012698, currently on backorder and available end of January 2021) and Online (ISBN 9780409104400) for R1322.50 including VAT and excluding delivery. To purchase, click here to visit the LexisNexis online bookstore.
Sister publication Fundamentals of Financial Planning 2021will also be available from the end of January 2021. This title, authored by the same experts with the addition of Jackie Palframan, offers an introductory commentary on all aspects of financial planning for financial planners and undergraduate students 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, Fundamentals of Financial Planning 2021is 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. To purchase the print edition (ISBN 9780639012766), visit the LexisNexis online bookstore.
Marius Botha has also authored two other titles in the stable of financial services titles published by LexisNexis South Africa – Financial Calculations and Worksheets 4ed and Corporate & Personal Financial Planning 2021.
Financial Calculations and Worksheets 4 ed contains worked examples of the various calculations required by financial planners, offering clear explanations. Part A contains worksheets and examples, with Part B comprising tax and compound interest tables and tax rates and formulae. From compound interest calculations to income tax, retirement and estate planning calculations, all aspects of financial planning are covered in this comprehensive, must-have handbook. It is available in Print (ISBN 9780639010045) for R425.50. To purchase, click here to visit the LexisNexis online bookstore.
Finally, Corporate & Personal Financial Planning 2021 is a comprehensive commentary on life insurance, business assurance, estate planning and retirement planning. This practical and informative publication also contains extracts of all relevant legislation, including the Income Tax, Estate Duty, Pensions Funds and Long-term Insurance Acts, as well as Practice Notes applicable to retirement funds, for quick and easy referencing. Get the print edition (ISBN9780639010021) in the LexisNexis online bookstore for R 1,023.50
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