n Tydskrif vir die Suid-Afrikaanse Reg - Business Management for Financial Planners : A Guide to Creating a Sustainable Service-based Financial Planning Business, Lee Rossini and Johann Maree : boekbespreking

Volume 2011, Issue 1
  • ISSN : 0257-7747
  • E-ISSN: 1996-2207



The Financial Planning Institute (FPI), which is affiliated internationally with the Financial PlanningStandards Board (FPSB), has made a significant contribution to the evolution of financial planning asa profession. Financial planning is an interactive process between the adviser and his client in terms ofwhich strategies are developed to meet financial goals and objectives.

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