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SA Financial Planning Handbook 2025

Endorsed by the FPI, the SA Financial Planning Handbook is an essential text for post-graduate financial planning studies. This work provides the theory you need to know to become a competent financial planner.

Edition/issue: 2025

Published: January 2025

Publisher: LexisNexis South Africa

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Endorsed by the FPI, the SA Financial Planning Handbook is an essential text for post-graduate financial planning studies. This work provides the theory you need to know to become a competent financial planner.

The SA Financial Planning Handbook is the go-to resource for financial planners in South Africa. It covers all the necessary knowledge requirements and is prescribed for postgraduate studies, a prerequisite for becoming a certified financial planner. It's updated annually to reflect the latest developments in legislation and case law making it a valuable reference for both professionals and postgraduate students. Experience the advantage of industry-leading insights at your fingertips.

The 22nd edition is available in print, ebook and online format from 13 January 2025. Online format must be added to a Lexis+ base package. Visit www.lexisnexis.co.za/lexisplus for more information.