Synergia Learning is all about passion in education with a difference! Focus is on the application of knowledge and not just the academic aspect of it! Our aim is to upskill Financial and Fiduciary Planners enabling them to provide a service which is ”client centric”. Take the client’s need into account and you have a successful practice.
Courses
Advanced Diploma in Estate and Trust Administration 2024
This program is designed as a support tool for those who have registered to write the Advanced Dip in Estate and Trust Admin, which is offered by the University of the Free State. The outcomes of this program is aligned to the outcomes of the Advanced Diploma qualification. The program consists of live virtual weekly workshops which are recorded and available on the course. Material to assist learning as well as online quizzes with memorandum is an important feature of this program. Note this is not a qualification but a support programme.
Modules:
ADDE1700: ADMIN OF DECEASED ESTATES 2024
REEN1700: REGULATORY ENVIRONMENT 2024
EPDW1700: ESTATE PLANNING & WILLS 2024
TRAD1700: TRUST ADMINISTRATION 2024
Post Graduate Diploma in Financial Planning 2024
This programme is essential for all students who are completing their post Grad in Financial Planning. Although the programme is aligned to the outcomes of the University of the Free State, it does not prohibit any student who is studying towards the Post Grad Dip or Bcom Honours from joining this exciting learning platform. The program consists of live virtual workshops, recorded webinars, material to assist with learning and includes online exams with memorandums. This programme is designed as a support tool and not a qualification.
Modules:
LFPC: CORPORATE 2024
LFPE: ENVIRONMENT 2024
LFPP: PERSONAL 2024
LFPS: CASE STUDY 2024
PCE/ CFP® Studies:
If you are attempting the PCE board exam with the Financial Planning Institute during 2024, it is imperative to join this program. This online platform will include the recorded live virtual workshops that are held, will include a recording on how to master information skills and a case study with online exams and memorandum. A must if you want to be successful in the board exam and obtain the coveted CFP® designation. Remember: PCE as we know it will change from 1 Jan 2025. All on the FPI website! See brochure for more program opportunities.
Did you know…
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Did you know…
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About Carmen Venter
In her capacity as a Financial Planner, Carmen is registered with the FSCA and Medical Council, a CFP® Professional Member of the FPI, and a Master Member with the SA Institute of Tax Professionals and a Fiduciary Practitionery of SA. Read More
