LexisNexis publication will guide financial planners and students through the practicalities of drawing up a financial plan



In a welcome development for the financial planning profession LexisNexis, the global leader in content-driven legal and regulatory workflow solutions, launched the SA Financial Planning Case Studies book. This comprehensive resource provides financial planners and students with essential processes, critical thinking, and analytical skills required to give professional financial advice and implement holistic financial plans for their clients.

Co-authored by well-known South African financial experts Marius Botha, Paul Rabenowitz, Carl Muller, and Janet Hugo, this book fills a crucial void in the market. SA Financial Planning Case Studies offers a wealth of practical guidance, including financial calculations, scenario planning, worked examples, and real-life case studies.

This publication supplements the bestselling SA Financial Planning Handbook and is set to become the go-to textbook for financial planning qualifications, specifically for the case study modules.

The Financial Planning Standards Board recently revised their Global Financial Planning Standards to emphasize the importance of practical application and ethical considerations in financial planning.

SA Financial Planning Case Studies has been meticulously aligned with these revised standards and is supported by the Financial Planning Institute of Southern Africa NPC (FPI), the exclusive license holder of the esteemed CFP® mark in South Africa, through its affiliation agreement with the FPSB.

Wessel Oosthuizen CFP®, a distinguished member of the Financial Planning Standards Board’s Academic Advisory Panel, says, “The book goes a long way in closing the gap between knowledge and practical application and, in time, will become a valuable resource for CFP® Professionals who want to refresh their abilities and skills.”

Lelané Bezuidenhout, CFP®, Chief Executive Officer of the FPI, expressed confidence in the publication’s ability to equip the next generation of financial planners for success. “SA Financial Planning Case Studies is instrumental in understanding what a holistic financial plan should contain and how to compile it. This book will assist students with their studies, help candidates prepare for the Professional Competency Examination (PCE), and serve as essential revision material for current CFP® professionals.”

This milestone release of SA Financial Planning Case Studies represents a significant step toward preparing the next generation of South African financial planners to deliver expert financial advice. The publication’s alignment with the revised Global Financial Planning Standards and endorsement by the FPI solidify its position as an indispensable resource for financial planners and students seeking practical excellence in their field.

SA Financial Planning Case Studies is available in printed A4 format (ISBN 9781776176045) for R747.50, including VAT (excluding delivery). To learn more about this resource, please visit the LexisNexis online bookstore https://store.lexisnexis.co.za/categories/financial-services/financial-planning-463/sa-financial-planning-case-studies-1st-ed-skuZASKU9781776176045/details.





About LexisNexis®

LexisNexis is a leading global provider of legal, regulatory and business information and analytics that help customers increase productivity, improve decision-making and outcomes, and advance the rule of law around the world. As a digital pioneer, the company was the first to bring legal and business information online with its Lexis® and Nexis® services. LexisNexis Legal & Professional, which serves customers in more than 160 countries with 10,400 employees worldwide, is part of RELX, a global provider of information-based analytics and decision tools for professional and business customers.

For over 85 years LexisNexis South Africa has been at the forefront of legal content and technology, driven by its commitment to the vision of ‘Enhancing the Potential of the African Continent by Advancing the Rule of Law’. With its strong community of legal professionals, it advances the practice of law. Through its corporate solutions, it advances compliance with the law. Finally, LexisNexis partners closely with government to advance the upholding of the law. Today, LexisNexis South Africa provides the most trusted and credible legal and regulatory content and intelligent, digital platforms. Its corporate solutions guide clients to better decisions, grounded in the latest legislation and regulatory developments. LexisNexis® prides itself on offering unmatched content accuracy together with superior technology. From e-signature to GRC, LexisNexis equips today’s organisation to protect against risk in the most robust way.


Issued by:                                                                   

Jeremy Maggs from Maggs on Media


On behalf of:

Yosheni Naidoo

Marketing Liaison

LexisNexis South Africa

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