SA Financial Planning Case Studies 2025

Endorsed by the FPI, SA Financial Planning Case Studies provides practical guidance on the process of holistic financial planning, from the initial meeting with the client to the compilation of a financial plan.

SA Financial Planning Case Studies is a practical and dynamic guide. Packed with real-world examples, it covers estate planning, investment strategies, tax optimisation, and retirement planning. Including questions adapted from previous professional competency exams, and suggested solutions by our experts, it ensures the utmost relevance. Delve into specific financial planning scenarios and discover actionable solutions. The final case study is what makes this guide quintessential, tying everything together in an integrated financial plan. When paired with the SA Financial Planning Handbook, these two resources equip financial planners with the theory and practical guidance they need to excel in their profession and complete the FPI’s capstone course