Fundamentals of Financial Planning 2025

Fundamentals of Financial Planning provides aspirant financial planners with an introduction to all aspects of financial planning in one concise work.

Ideal for undergraduate students of financial planning and those starting their careers in the field, this work presents an overview of financial planning in a concise, practical manner. It is the prescribed text for undergraduate financial degrees and wealth management certificates at NQF Level 5 /6, making it an essential resource for anyone pursuing these qualifications. The experienced panel of authors cover all aspects of financial planning, providing a comprehensive introduction to the subject matter. Published in January 2025, this volume serves as a foundation for more detailed coverage found in the best-selling South African Financial Planning Handbook.