Investment Planning is a comprehensive explanation of the different investment choices available within South Africa, and a practical approach to creating efficient investment portfolios for different risk profiles on both the South African and overseas investment markets. It provides investment advisors with the basic tools and knowledge needed to devise sound investment strategies for their clients. It assists investors in understanding the vagaries of investment markets and includes a chapter on generally accepted planning practice as issued by the Financial Planning Institute.

Investment Planning is the official course material for the Institute of Life and Pension Advisors Fellowship Programme on Advanced Investment Planning.

The looseleaf format for easy updating and the publication is available in printed and online format as well as on DVD as part of the Financial Planning Services Library.

For more information or to order online visit our online bookstore

• Part 1
  
  • Managing the Client’s Money
  • Financial Markets and Basic Financial Mathematics
  • The Money Market
  • The Capital Market
  • The Stock Market
  • Valuation of Shares
  • Interpretation of Financial Accounts
  • Ratio Analysis
  • Unit Trusts
  • Hedge Funds
  • Options
  • Futures
  • The Property Market
  • Hard Assets
  • Tank Containers
  • Insurance as an Investment
  • Tax Implications for Investors
  • Estate Duty Implications for Investors
  • Financial Intelligence Centre Act
  • Financial Advisory and Intermediary Services Act
• Part 2
  
  • Modern Portfolio Theory
  • Asset Allocation
  • Risk
  • Asset Class Returns
  • Foreign Exchange
  • Overseas Investment
  • Equity Investment Styles
  • The Economy
  • Multi-manager Management
  • Market Timing
  • Investment Planning
  • Investment Planning: A Case Study
  • Behavioural Finance
  • Appendix A – Generally Accepted Planning Practice
  • Appendix B – Collective Investment Schemes Control Act
  • Appendix D – Corporate Governance
  • Appendix C – Policyholder Protection Rules
  • Appendix E – Exchange Control Amnesty and Amendment of Taxation Laws Act
  • Appendix F: Financial Advisory and Intermediary Services Act No. 37 of 2002
  • Appendix G: Retirement Fund Reform
  • Appendix H: Statement of Intent