CFP® INVESTMENT AND ESTATE PLANNING 2024: CASE STUDY 1 AND 2 - Synergia Learning

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Course Content

EXAM TECHNIQUES

MASTERING INFORMATION SKILLS

EXAMINER'S FEEDBACK ON PAST EXAM PAPERS

PCE PAST EXAM PAPERS QUESTIONS AND MEMORANDUM

Case study 1 and 2: 2022

Case study 1 and 2: 2021

Case study 1 and 2: 2020

Case study 1 and 2: 2018

ADDITIONAL STUDY MATERIAL

LATEST LEGISLATION 2023

ESTATE PLANNING

RETIREMENT PLANNING

LIMITED INTERESTS

BUSINESS ASSURANCE

HOW TO ANALYSE FUND FACTS SHEETS

TIME VALUE OF MONEY

INVESTMENT VEHICLES

RETIREMENT FUND CONTRIBUTIONS AND IMPLICATIONS

FINANCIAL MANAGEMENT

BEHAVIOURAL FINANCE

CAPITAL GAIN ON DISPOSAL AND DEATH

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