At Synergia Learning, we are passionate about education, not only focusing on the knowledge learned, but also on the application thereof. We believe, that through our educating approach, we will help build practices and their professionals in the Financial Services field. Read More

Courses

Advanced Diploma in Estate and Trust Administration 2021

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 exams with memorandum is an important feature of this program.

Modules: 

ADDE1700: ADMIN OF DECEASED ESTATES 2021
REEN1700: REGULATORY ENVIRONMENT
EPDW1700: ESTATE PLANNING & WILLS 2021
TRAD1700: TRUST ADMINISTRATION 2021

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Post Graduate Diploma in Financial Planning 2021

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 learnindg and includes online exams with memorandums.

Modules: 

LFPC: CORPORATE 2021
LFPE: ENVIRONMENT 2021
LFPP: PERSONAL 2021
LFPS: CASE STUDY 2021

 

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PCE Exam Guidelines: March 2021

If you are attempting the PCE board exam with the Financial Planning Institute this coming March 2021, 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. See brochure for more program opportunities.

 

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Comprehensive Case Studies 2021

This program offers 5 fully comprehensive case studies with online exams and memorandum. It also includes a recording on how to master information skills. This course is designed for any planner who requires a refresher or who is a newcomer into the profession and would like to learn and be proficient in their profession. Students attempting their Post Grad or Bcom honours in Financial Planning and, those who are attempting the board exasm (PCE/CPF®) this is a brilliant opportunity to test your knowledge.

 

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Financial Planning and Fiduciary Case Studies 2021 (Manual)

The manual includes 4 Investment Planning case studies, 4 Estate Planning case studies and 4 short Fiduciary case studies with questions and memorandum. All learners and financial planners that currently practice will find this manual invaluable.

 

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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