BOOK REVIEW | Financial Calculations and Worksheets 4th edition


By Marius Botha

Keeping up to date with legislative and case law changes in the highly regulated financial services industry can be challenging. Professionals need to make effective financial decisions, with a myriad of implications, while ensuring regulatory compliance and keeping current.

Financial Calculations and Worksheets 4th edition is a practical workbook on how to do income tax, retirement planning and estate planning calculations.

The book contains explanations and worked examples of various calculations encountered by financial planners. The book is divided into two parts. Part A contains the worksheets and examples and Part B contains tax tables, compound interest tables, tax rates and formulae that are needed to complete the worksheets.

The worksheets are in A4 format so that the user can actually work through them and they are cross-referenced to the applicable tables in Part B.

The book covers all types of calculations from compound interest to income tax, retirement planning and estate planning calculations, and includes rates, tables and formulae. Every professional financial planner should have a copy.

  • Publisher LexisNexis South Africa |
  • ISBN | 9780639010045 |
  • Recommended Retail Price | R425.50 |
  • CLASSIFICATION | Finance |

To purchase, visit the LexisNexis online bookstore. Click here |



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