Effective Financial Planning: 2025 Essential Handbooks

SA Financial Planning
Case Studies 2025

Botha, Muller,

Rabenowitz, Hugo

This title provides the practical application of the theory contained in the SA Financial Planning Handbook including worked examples, case studies and includes a comprehensive template and example

of a financial plan. Prescribed for the FPI capstone course.

Fundamentals of Financial Planning 2025

Botha, Geach, Goodall, du Preez,
Palframan, Rabenowitz, Rossini

This title is a must-have for anyone embarking on a career in financial planning as it covers all aspects of financial planning. It is prescribed for undergraduate courses in financial planning.

Financial Calculations

& Worksheets 5^th Ed

Marius Botha provides worked examples on compound interest calculations as well as worksheets on tax, retirement planning, estate planning and life assurance.

Fundamentals of SA
Trust Law 2 Ed

du Toit, Smith, van der Linde

A practical and straightforward guide to trust law and practice including a discussion of the contentious 2023 amendments. Includes the Trust Property Control Act, as amended. Covers the trust in legal and commercial practice and can be used as a student text as well as a reference for legal  practitioners.