Updated financial planning handbooks released

10 February 2020 LexisNexis

Keeping up to date with legislative and case law changes in the highly regulated financial services industry can be challenging. Professionals need to make effective financial decisions, with a myriad of implications, while ensuring regulatory compliance and keeping current.

The South African Financial Planning Handbook 2020, published by LexisNexis, is the most comprehensive reference work for this industry Updated annually to contain the latest legislative revisions, 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. Alerting professionals to important clauses in legislation and referring to recent case law, The South African Financial Planning Handbook 2020 also enables easy application of information within a practical context.

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 2020 is co-authored by Brian Goodall, Lee Rossini, Marius Botha, Walter Geach, Laura du Preez and Paul Rabenowitz. The title is available in Print (ISBN9780639009919), Online (ISBN 9780409104400) and eBook (ISBN 9780639009926) for R1322.50 including VAT and excluding delivery. To purchase, click here to visit the LexisNexis online bookstore.

Financial Calculations and Worksheets 4th edition has also been released, containing 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.

The Financial Calculations and Worksheets 4 ed is authored by Marius Botha and available in Print (ISBN 9780639010045) and eBook (ISBN 9780639010052) for R425.50. To purchase, click here to visit the LexisNexis online bookstore.

Quick Polls


Is the commission procurement rule introduced via clause 5.14 of the Amended Financial Services Sector Code (AFSSC) an important piece of the transformation puzzle?


The clause’s implementation coincides with an increase in the minimum spend targets, which further complicates matters
Many FSPs still view the AFSSC as a matter of choice and consequence rather than compliance
Transformation represents a great opportunity for growth and penetration by brokers
Brokers are unlikely to find their commission business yanked away from them by insurers looking to influence procurement scorecards
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