{"product_id":"sa-financial-planning-case-studies-2025","title":"SA Financial Planning Case Studies 2025","description":"\u003cp\u003eProduct Information \u003c\/p\u003e\n\u003ctable style=\"width: 100%;\" width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd style=\"width: 33.5677%;\"\u003eISBN\u003c\/td\u003e\n\u003ctd style=\"width: 66.0808%;\"\u003e\n\u003cspan\u003e9780639017068\u003c\/span\u003e \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"width: 33.5677%;\"\u003eAuthor \u003c\/td\u003e\n\u003ctd style=\"width: 66.0808%;\"\u003e\u003cspan\u003e\u003cspan class=\"ln_attribute\"\u003e \u003c\/span\u003e\u003ca href=\"https:\/\/store.lexisnexis.com\/en-za\/authors\/marius-botha?ln_author=10852\"\u003e\u003cspan class=\"ln_attributeval\"\u003eMarius Botha\u003c\/span\u003e \u003c\/a\u003e,  \u003ca href=\"https:\/\/store.lexisnexis.com\/en-za\/authors\/paul-rabenowitz?ln_author=11161\"\u003e\u003cspan class=\"ln_attributeval\"\u003ePaul Rabenowitz\u003c\/span\u003e \u003c\/a\u003e,  \u003ca href=\"https:\/\/store.lexisnexis.com\/en-za\/authors\/janet-hugo?ln_author=17587\"\u003e\u003cspan class=\"ln_attributeval\"\u003eJanet Hugo\u003c\/span\u003e \u003c\/a\u003e,  \u003ca href=\"https:\/\/store.lexisnexis.com\/en-za\/authors\/carl-muller?ln_author=17590\"\u003e\u003cspan class=\"ln_attributeval\"\u003eCarl Muller\u003c\/span\u003e\u003c\/a\u003e\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"width: 33.5677%;\"\u003ePublisher\u003c\/td\u003e\n\u003ctd style=\"width: 66.0808%;\"\u003e\u003cspan\u003eLexisNexis South Africa\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"width: 33.5677%;\"\u003eEdition\u003c\/td\u003e\n\u003ctd style=\"width: 66.0808%;\"\u003e\u003cspan\u003e2025\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"width: 33.5677%;\"\u003ePublished \u003c\/td\u003e\n\u003ctd style=\"width: 66.0808%;\"\u003e\u003cspan\u003eJanuary 2025\u003c\/span\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eEndorsed 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.\u003c\/p\u003e\n\u003cp\u003eSA Financial Planning Case Studies is a practical and dynamic guide. Packed with real-world examples, it covers estate planning, investment strategies, tax optimization, 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 complete the FPI's capstone course.\u003c\/p\u003e\n\u003cp\u003eThe 2025 edition will be released by early February in print and eBook format.\u003c\/p\u003e\n\u003cdiv class=\"grpprod data item title active\" aria-label=\"tab-label-sq_toc-title-tab2\" data-role=\"collapsible\" id=\"tab-label-sq_toc-tab2\" role=\"presentation\" data-collapsible=\"true\" aria-selected=\"true\" aria-expanded=\"true\" aria-controls=\"additional\" tabindex=\"0\"\u003e\n\u003ca class=\"data switch\" data-toggle=\"switch\" id=\"tab-label-sq_toc-title-tab2\" tabindex=\"0\"\u003e\u003c\/a\u003e\u003cspan\u003eTable of Contents\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"data item content\" id=\"additional\" data-role=\"content\" aria-label=\"tab-label-sq_toc-tab2\" role=\"tabpanel\" aria-hidden=\"false\" aria-labelledby=\"tab-label-sq_toc-tab2\"\u003e\n\u003cdiv class=\"product attribute sq_toc-tab2 ln-sq_toc\"\u003e\n\u003cdiv class=\"row\"\u003e\n\u003cdiv class=\"col-md-12\"\u003e\n\u003cdiv class=\"ln-sq_toc-desc\"\u003e\n\u003cp\u003e\u003cb\u003eSection 1\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e-\u003cspan\u003e \u003c\/span\u003e\u003cb\u003eFinancial planning standards and structure of a financial plan\u003c\/b\u003e\u003c\/p\u003e\n\u003cp\u003eThe financial planning standards\u003c\/p\u003e\n\u003cp\u003eStructure of a financial plan\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eSection 2\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e-\u003cspan\u003e \u003c\/span\u003e\u003cb\u003eQuestions and solutions\u003c\/b\u003e\u003c\/p\u003e\n\u003cp\u003ePersonal Financial Management\u003c\/p\u003e\n\u003cp\u003eTax Planning\u003c\/p\u003e\n\u003cp\u003eInvestment Planning\u003c\/p\u003e\n\u003cp\u003eRetirement Planning\u003c\/p\u003e\n\u003cp\u003eEstate Planning\u003c\/p\u003e\n\u003cp\u003eBusiness Insurance\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eSection 3\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e-\u003cspan\u003e \u003c\/span\u003e\u003cb\u003eFocused case studies\u003c\/b\u003e\u003c\/p\u003e\n\u003cp\u003eInvestment and Retirement Planning\u003c\/p\u003e\n\u003cp\u003eEstate Planning\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eSection 4\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e-\u003cspan\u003e \u003c\/span\u003e\u003cb\u003eDeveloping a financial plan\u003c\/b\u003e\u003c\/p\u003e\n\u003cp\u003eEstablish and define the relationship with the client\u003c\/p\u003e\n\u003cp\u003eCollect the client's information\u003c\/p\u003e\n\u003cp\u003eAnalyse and assess the client's financial status\u003c\/p\u003e\n\u003cp\u003eDevelop the financial planning recommendations and present them to the client\u003c\/p\u003e\n\u003cp\u003eSAMPLE FINANCIAL PLAN\u003c\/p\u003e\n\u003cp\u003eImplement the financial planning recommendations\u003c\/p\u003e\n\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"LexisNexis South Africa","offers":[{"title":"Default Title","offer_id":42600255553634,"sku":"9780639017068","price":840.0,"currency_code":"ZAR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1279\/5591\/files\/9780639017068_1_sa_financial_planning_case_studies_2025_1.jpg?v=1772520633","url":"https:\/\/elexacademicbookstore.co.za\/products\/sa-financial-planning-case-studies-2025","provider":"Elex Academic Bookstore","version":"1.0","type":"link"}