Carmen has an immense passion for both the financial planning and the fiduciary profession and, has immense respect for the vast knowledge that is required in our profession. Carmen has assisted many a planner in understanding the application of legislation in planning for our clients. It is one of the reasons why she enjoys consulting with planners when they face complexed client analyses!
It is for the love of the profession which lead Synergia Learning to re-apply for FPI CPD Provider status and approaching FISA for accreditation of our online workshops in the fiduciary space!
SYNERGIA LEARNING IS NOT A HIGHER EDUCATION PROVIDER. SYNERGIA LEARNING IS AN INDEPENDENT PRIVATE TRAINING PROVIDER FOR INDIVIDUALS IN THE FINANCIAL PLANNING AND FIDUCIARY SPACE
ONLINE WORKSHOPS AND LIVE SEMINARS FOR THE FINANCIAL PLANNING AND FIDUCIARY PROFESSION
Whether you are walking the path to obtaining your CFP® designation or, the path to the FPSA® designation perhaps, you need an update of your knowledge or want to catch up with latest changes in the profession – whatever your aim or objective, we attempt to make it available!
The workshops offered are on topics that are pertinent to our respective professions and are delivered as online workshops with or without a live seminar which is held via the zoom platform. Carmen takes you through the relevant legislation, interpretation while working through client case analyses to understand how the legislation is applied when compiling a comprehensive plan for your client.
The ‘workshop’ page currently provides for financial planners, fiduciary planners and for planners whose specific focus is the Professional Competency Exam with the FPI.
Anyone who requires private training and tutoring in the completion of their various studies, enquire within and get CPD at the same time.
Feel free to download the comprehensive brochure which lists the seminars and dates for both professions or, you can download the one for the specific profession of interest.
PCE/ CFP® Studies:
If you are attempting the PCE board exam with the Financial Planning Institute during 2024, it is imperative to join these workshops. This online platform will include the recorded live virtual workshops that are held, will include a recording on how to master information skills and case studies with online 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 workshops held in 2024. Note that dates will be scheduled once FPI releases the next set of PCE dates.
All interpretations, views and opinions are not that of FPI but that of Carmen alone.
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, 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®.
