Carmen has an immense passion for the financial planning and fiduciary profession and total respect for the vast spectrum of knowledge required in these professions. Carmen was awarded the pretigious ‘It starts with me’ award by FPI in 2018 for the excellence of private training services rendered.
It is the love of the profession and the technical nature of the level of knowledge that is required by all planners that spurs Carmen into continuing her private training services!
Synergia Learning is an independent private training provider and is not a higher education provider. We offer private training for any professional on their path to acquiring their CFP® or FPSA® as well for those needing to fullfill their CPD obligations. Synergia Learning is not affiliated with any university, college or the Financial Planning Institute.
PROFESSIONALS WHO ARE STUDYING
To obtain the CFP® designation, you will be required to complete the Post Grad Dip/BCom in Financial Planning and, once successful, register with the FPI to complete the Capstone program. The FPI website has all the details.
To obtain the FPSA® designation, you must complete the Advanced Diploma in Deceased Estate and Trust Administration and, once successful, apply for membership with FISA. Details are available on the FISA website.
Synergia Learning does not offer these qualifications but private training on all the topics relevant to the CFP® and FPSA® studies.
CPD points may also be offered on certain subjects for those who want to learn and obtain points at the same time. Look out for the CPD logo.
CFP® CAPSTONE TRAINING AND SUPPORT OFFERED
Whether you are completing a multiple choice examination and/or, whether on the direct pathway where a financial plan has to be submitted to the FPI, we are here to assist. You may select to register for the Capstone technical course where you will have access to recordings on all the technical knowledge needed or, register for the MCQ database of questions to test how much yu know and prep you for the MCQ Legacy path. For those who want a more personal touch and have registered with FPI to complete the Capston program, we offer one-on-one consultations where we assist you with your submission or re-submission of your analyses. You can attend any or all to improve your chances of success.
FINANCIAL PLANNING PROFESSION AND FIDUCIARY PRACTITIONER
Whether studying towards the CFP® or the FPSA® designation, needing to update knowledge, catch up on latest changes or, need to make up CPD, we are here for you!
Our training approach is rooted in evidence-based cognitive learning principles.
By combining visual and auditory learning with reading, writing, critical reasoning, reflection, creativity, and synthesis, we support deep comprehension and meaningful application of technical knowledge. This integrated cognitive approach maximises learning effectiveness and improves examination and practical outcomes.
All subject matter is available as individual topics or structured programmes aligned to your studies and professional goals.
Learn through self-paced online study, live virtual sessions, private tuition, exam-focused preparation, and access to an extensive question database — combined into a learning experience that works for you.
2026 Brochures is available for download. Feel free to engage Carmen should you have any questions which you want to address sooner by email carmen@synergialearning.co.za or call 082 880 7192
Synergia Learning does not offer these qualifications but private training on all the topics relevant to the CFP® and FPSA® studies.
Did you know…
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Did you know…
Did you know…
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About Carmen Venter
In her capacity as a Financial Planner, Carmen is registered with the FSCA, is a CFP® Professional Member of the FPI as well as a Tax practitioner with FPI as the regulatory body and a Fiduciary Practitioner of SA®.
Carmen has privately trained planners since 2009, delivered talks at seminars and conferences and authors her own content.
Carmen was appointed from 2017 -2023 as external lecturer at UJ on the BCom Honours in Financial Planning and, is currently appointed as the external lecturer in their MCom in Wealth Management program delivering the Corporate and Integrated modules.
Carmen successfully completed an HDip in Tax at RAU, Post Grad Dip in Financial Planning at UFS, Post Grad Dip in Tax Management -cum – at UFS and Diploma in Deceased Estates-cum- at UNISA.
