Drawing up a South African financial plan made easier for planners and students

23 June 2023 LexisNexis

In a welcome development for the financial planning profession, LexisNexis - the global leader in content-driven legal and regulatory workflow solutions – has launched the SA Financial Planning Case Studies book.

This comprehensive resource provides financial planners and students with essential processes, critical thinking, and analytical skills required to give professional financial advice and implement holistic financial plans for their clients.

Co-authored by well-known South African financial experts Marius Botha, Paul Rabenowitz, Carl Muller, and Janet Hugo, this book fills a crucial void in the market. SA Financial Planning Case Studies offers a wealth of practical guidance, including financial calculations, scenario planning, worked examples, and real-life case studies.

This publication supplements the bestselling SA Financial Planning Handbook and is set to become the go-to textbook for financial planning qualifications, specifically for the case study modules.

The Financial Planning Standards Board recently revised their Global Financial Planning Standards to emphasize the importance of practical application and ethical considerations in financial planning.

SA Financial Planning Case Studies has been meticulously aligned with these revised standards and is supported by the Financial Planning Institute of Southern Africa NPC (FPI), the exclusive license holder of the esteemed CFP® mark in South Africa, through its affiliation agreement with the FPSB.

Wessel Oosthuizen CFP®, a distinguished member of the Financial Planning Standards Board's Academic Advisory Panel, says: "The book goes a long way in closing the gap between knowledge and practical application and, in time, will become a valuable resource for CFP® Professionals who want to refresh their abilities and skills."

Lelané Bezuidenhout, CFP®, Chief Executive Officer of the FPI, expressed confidence in the publication's ability to equip the next generation of financial planners for success: "SA Financial Planning Case Studies is instrumental in understanding what a holistic financial plan should contain and how to compile it. This book will assist students with their studies, help candidates prepare for the Professional Competency Examination (PCE), and serve as essential revision material for current CFP® professionals."

This milestone release of SA Financial Planning Case Studies represents a significant step toward preparing the next generation of South African financial planners to deliver expert financial advice. The publication's alignment with the revised Global Financial Planning Standards and endorsement by the FPI solidify its position as an indispensable resource for financial planners and students seeking practical excellence in their field.

SA Financial Planning Case Studies is available in printed A4 format (ISBN 9781776176045) for R747.50, including VAT (excluding delivery). To learn more about this resource, please visit the LexisNexis online bookstore

Quick Polls


How confident are you that insurers treat policyholders fairly, according to the Treating Customers Fairly (TCF) principles?


Very confident, insurers prioritise fair treatment
Somewhat confident, but improvements are needed
Not confident, there are significant issues with fair treatment
fanews magazine
FAnews June 2024 Get the latest issue of FAnews

This month's headlines

Understanding prescription in claims for professional negligence
Climate change… the single biggest risk facing insurers
Insuring the unpredictable: 2024 global election risks
Financial advice crucial as clients’ Life policy premiums rise sharply
Guiding clients through the Two-Pot Retirement System
There is diversification, and true diversification – choose wisely
Decoding the shift in investment patterns
Subscribe now