Talking about money is taboo

2016 ◽  
Vol 30 (6) ◽  
pp. 394-401 ◽  
Author(s):  
Liezel Alsemgeest
Keyword(s):  
South Africa ◽  
Quantitative Study ◽  
Financial Planning ◽  
Financial Health ◽  
Financial Planner

Communication about money is a social, cultural and psychological taboo and yet it is essential in the financial planning industry, as a financial planner cannot be effective if all information is not disclosed. This article examines how financial planning students perceive communication about money, their willingness to talk about it and their biases with regard to money communication. The quantitative study obtained relevant data from financial planning students in South Africa. There is a need to oppose this taboo and create a new custom of money communication in order to enhance financial health.

Does AICPA Accreditation of Nonaudit Services Add Value? The Case of Personal Financial Planning

2000 ◽  
Vol 14 (1) ◽  
pp. 49-67 ◽  
Author(s):  
D. Shawn Mauldin ◽  
Mark Wilder ◽  
Morris H. Stocks
Keyword(s):  
Financial Planning ◽  
The Other ◽  
Differential Effects ◽  
Relative Value ◽  
Professional Attributes ◽  
Financial Planners ◽  
The Future ◽  
Financial Planner ◽  
Nonaudit Services ◽  
Personal Financial Planning

The AICPA has taken the position that accreditation of CPAs in specific areas of practice is an important aspect of repositioning the CPA profession for the future. The AICPA currently offers two designations exclusively to CPAs, one of which is the Personal Financial Specialist (PFS) designation. However, the issue of accrediting CPAs by granting official AICPA designations is a complex and highly debated issue with opposing sides having compelling arguments supporting their positions. CPAs and other professionals specializing in personal financial planning have opportunities to obtain designations other than the PFS. This paper examines the relative value of these alternative options for financial planners. Specifically, the research was designed to examine the differential effects of alternative financial-planning accreditations on users' perceptions. These perceptions relate to various professional attributes of a financial planner such as their knowledge and expertise, objectivity, and level of trust and ethics possessed. In addition, these perceptions relate to fees charged and the influence that the designation has on the public's choice of a financial planner. Our results indicate that the CPA designation used in conjunction with the PFS designation is generally perceived to signal a higher level of professional attributes than the other designations examined in the study. In addition, a CPA with a PFS designation has a significantly greater influence on the public's choice of a financial planner than do the other designations. These results suggest that important benefits may accrue to CPAs from holding the PFS specialty accreditation.

scholarly journals An extended Farm Site Development Method

2016 ◽  
Vol Volume 112 (Number 9/10) ◽  
Author(s):  
Eugene Hanekom ◽  
Andre Liebenberg ◽  
Marné de Vries ◽  
◽  
◽  
...  
Keyword(s):  
South Africa ◽  
Financial Planning ◽  
Agricultural Sector ◽  
Arable Land ◽  
Saturation State ◽  
Development Method ◽  
Demand Planning ◽  
Site Development ◽  
Current State ◽  
Optimisation Techniques

Abstract The inefficient and ineffective use of arable land in South Africa is one of the numerous challenges within its agricultural sector. Previous research has indicated that a method, the Farm Site Development Method (FSDM), could increase the effective and efficient use of arable land by providing a roadmap to the farm owner for incrementally transforming the current state facilities and resources of a farm towards a future saturation state. The FSDM was then demonstrated at a crop-producing farm and several opportunities existed to extend its utility. Here we suggest its extension for application to a livestock farm, and also include optimisation techniques, demand planning and financial planning.

scholarly journals Finansiële aspekte van gemeentes van die Gereformeerde kerke in Suid-Afrika: ’n empiriese ondersoek

1991 ◽  
Vol 25 (4) ◽  
Author(s):  
D. S. Lubbe ◽  
J. Lubbe
Keyword(s):  
South Africa ◽  
Financial Planning ◽  
Future Research ◽  
Field Of Study ◽  
Reformed Church ◽  
Church Finances ◽  
Planning And Management ◽  
The Church ◽  
Church Government

As a result of the presbyterial system of church government of the Reformed Church in South Africa (Gereformeerde Kerke in Suid-Afrika), very little information on the financial matters of the church is available. Hardly any research has been undertaken on the financial matters of congregations of the said church. The aim with this research was firstly to obtain the opinions of clergymen and cashiers within the ranks of the Reformed Church on certain aspects of the financial matters of their congregations and the church as a whole. Secondly certain data from which guidelines on the financial matters of congregations can be drawn, were collected and processed. From the research it became clear that there is a great need for financial guidelines in respect of financial planning and management in congregations and that church finances offers a vast field of study for future research.

Financial planning in metropolitan municipalities-lessons for South Africa from selected countries

2014 ◽  
Vol 15 (4) ◽  
pp. 364-376 ◽  
Author(s):  
Heinz Eckart Klingelhöfer ◽  
Lourens J. Erasmus ◽  
Solomon Kungaera Mayo
Keyword(s):  
South Africa ◽  
Financial Planning ◽  
Metropolitan Municipalities

scholarly journals Attributes of Shopping Mall Image, Customer Satisfaction and Mall Patronage for Selected Shopping Malls in Southern Gauteng, South Africa

2014 ◽  
Vol 6 (8) ◽  
pp. 682-689 ◽  
Author(s):  
Dorah Dubihlela
Keyword(s):  
South Africa ◽  
Data Analysis ◽  
Customer Satisfaction ◽  
South African ◽  
Quantitative Study ◽  
Scientific Work ◽  
Shopping Mall ◽  
Shopping Malls ◽  
Study Results ◽  
Final Data

This paper identifies the main features of a shopping mall that govern customer satisfaction in Southern Gauteng in South Africa. Literature is reviewed, identifying various features in shopping malls such as merchandisers, accessibility, service, amenities, ambiance, entertainment, security and among others. This literature is based on previous authors' scientific work, on mall features that influence the satisfaction and patronage by customers. A quantitative study was conducted with 429 questionnaires used in the final data analysis. The study results suggest the important shopping mall features in Gauteng South in South African and confirm that specific shopping mall features are positively related to customer satisfaction and mall patronage. The paper further develops suggestions on mall features that should be emphasised for promotional campaigns, customer satisfaction and mall patronage by customers.

scholarly journals Establishing A Certified Financial Planner Program At A Regional University

2006 ◽  
Vol 3 (5) ◽  
Author(s):  
Stephen J. Larson ◽  
William B. Joyce ◽  
David McGrady
Keyword(s):  
Financial Planning ◽  
Retirement Planning ◽  
State University ◽  
Estate Planning ◽  
Regional State ◽  
Regional University ◽  
Financial Planner ◽  
Practical Program ◽  
Certified Financial Planner ◽  
Eastern Illinois University

This paper discusses the process of establishing a Certified Financial Planner™ program at a regional state university as well as the benefits of such a practical program for students.  In 2003 the financial planning curriculum at Eastern Illinois University became board registered by the Certified Financial Planner™ Board.  Students take five courses covering taxation, insurance, investments, retirement planning, and estate planning.  This curriculum satisfies the requirements to sit for the Certified Financial Planner™ [CFP®] exam.  Recent students of our program have obtained good jobs primarily in the area of retirement planning and investments.

Gender and Poverty in South Africa in the Era of HIV/AIDS: A Quantitative Study

2010 ◽  
Vol 19 (1) ◽  
pp. 39-46 ◽  
Author(s):  
Olive Shisana ◽  
Kathleen Rice ◽  
Nompumelelo Zungu ◽  
Khangelani Zuma
Keyword(s):  
South Africa ◽  
Quantitative Study ◽  
Hiv Aids
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