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The Fundamentals of FAIS Compliance:
Anton Swanepoel has established himself as an expert on FAIS over the last
couple of years and his book, The fundamentals of FAIS compliance contains
vital information for every professional financial advisor and intermediary.
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Courageous Leadership 2010:
The difference between two equally talented advisors is leadership. When you start growing as a leader, your business will follow.
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The Six Step Process and Compliance:
This book integrates the compliance process that financial advisors and intermediaries have to follow in terms of FAIS and FICA into the six-step process of financial planning as recommended by the Financial Planning Institute of South Africa.
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Manage your practice like a Pro:
Financial advisors and intermediaries simply have to think differently about their businesses in the new regulatory environment when they do strategic planning. This book sets a sound framework for such a strategic business plan.
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Play your business like a Pro with Gary Player:
Enhance your business acumen with the same fundamentals that make good golfers great. Gary Player became a legend in his business over more than five decades and by following the same fundamentals you can also turn your business into a great long-term success story. This is a book for all businesses.
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Invest like a Pro:
Invest like a pro aims to give financial advisors and their clients a basic overview of the investment planning process and what is required after an investment is made to achieve the desired outcome.
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Comply like a Pro:
Comply like a pro contains sound fundamental building blocks that will enable financial advisors and intermediaries to comply with the essence of the Financial Advisory and Intermediary Services Act.
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Protect your business like a Pro:
Every business should protect its assets. Everything from fixed assets to employees must be looked after and this book illustrates how sound financial planning can achieve this objective.
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Retire like a Pro:
Retire like a pro provides financial advisors and their clients with sound investment fundamentals and a common investment planning framework specifically aimed at and after retirement.
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