LFPS5800: CASE STUDY 2024 - Synergia Learning

Current Status

Pre-order (99 places remaining)

Price

R3600

Get Started

ENROL NOW

Course Content

Expand All

ADDITIONAL CONTENT

RETIREMENT PLANNING 5 Topics

Expand

Lesson Content

0% Complete 0/5 Steps

CALCULATIONS FLOW FOR MONTHLY AND ANNUAL ANNUITY

RETIREMENT CALCULATIONS WEBINAR 1

RETIREMENT CALCULATIONS WEBINAR 2

WEBINAR ESCALATING ANNUITIES

SOME EXAMPLES WITH SOLUTIONS

LIVE SESSIONS 2023 WITH CASE STUDIES

LIVE SESSION 13 JULY 2023 CASE STUDY CARLA AND PETER 3 Topics

Expand

Lesson Content

0% Complete 0/3 Steps

CASE STUDY FOR DISCUSSION: CARLA AND PETER [CAN PRINT]

MEMORANDUM TO CARLA AND PETER [Please refer to recording for the discussion on the recommendations]

RECORDING TO CARLA AND PETER

LIVE SESSION 20 JULY 2023 CASE STUDY AMANDA AND SOLOMON 3 Topics

Expand

Lesson Content

0% Complete 0/3 Steps

CASE STUDY FOR AMANADA AND SOLOMON (CAN PRINT)

MEMORANDUM FOR AMANDA AND SOLOMON

RECORDING FOR AMANDA AND SOLOMON

LIVE SESSION 26 JULY 2023 BRENDA AND TIM 3 Topics

Expand

Lesson Content

0% Complete 0/3 Steps

BRENDA AND TIM FACTS TO PRINT

BRENDA AND TIM MEMORANDUM

RECORDING BRENDA AND TIM

LIVE SESSION 17 AUGUST 2023 7 Topics

Expand

Lesson Content

0% Complete 0/7 Steps

CASE STUDY VIMLESH AND FRANCOIS TO PRINT

FUND FACT INVESTEC EQUITY

FUND FACT INVESTEC WORLD AXIS

FUND FACT CORONATION

FUND FACT ALLAN GRAY BALANCED

MEMO TO FRANCOIS AND VIMLESH

LIVE SESSION 31 AUGUST 2023 WITH 2 CASE STUDIES 5 Topics

Expand

Lesson Content

0% Complete 0/5 Steps

RECORDING FOR LIVE SESSION

ATTIE AND ANELY FACTS TO PRINT

ATTIE AND ANELY MEMORANDUM

PHUMI MEMORANDUM

CASE STUDIES FOR SELF ASSESSMENTS

CASE STUDY: BOB AND SALLY 5 Topics

Expand

Lesson Content

0% Complete 0/5 Steps

BOB AND SALLY FACTS (CAN PRINT)

BOB AND SALLY QUESTIONS; ESTATE PLANNING

BOB AND SALLY MEMORANDUM: ESTATE PLANNING

BOB AND SALLY QUESTIONS: INVESTMENT

BOB AND SALLY MEMORANDUM: INVESTMENTS

CASE STUDY: LEA AND CARREY 5 Topics

Expand

Lesson Content

0% Complete 0/5 Steps

LEA AND CARREY FACTS (CAN PRINT)

LEA AND CARREY QUESTIONS

LEA AND CARREY MEMORANDUM

LEA AND CARREY DISCUSSION 1

LEA AND CARREY DISCUSSION 2

CASE STUDY: MARY AND JACOB 7 Topics

Expand

Lesson Content

0% Complete 0/7 Steps

MARY AND JACOB FACTS CAN PRINT

MARY AND JACOB QUESTIONS: ESTATE PLANNING

MARY AND JACOB MEMORANDUM: ESTATE PLANNING

MARY AND JACOB QUESTIONS: INVESTMENT PLANNING

MARY AND JACOB MEMORANDUM: INVESTMENT PLANNING

BCI EQUITY FUND: FUND FACT TO PRINT

CORONATION BALANCED FUND: FUND FACT TO PRINT

CASE STUDY: BRIAN AND CLAIRE 3 Topics

Expand

Lesson Content

0% Complete 0/3 Steps

BRIAN AND CLAIRE FACTS TO PRINT

BRIAN AND CLAIRE QUESTIONS

BRIAN AND CLAIRE MEMORANDUM

CASE STUDY: JERRY AND CLINT 3 Topics

Expand

Lesson Content

0% Complete 0/3 Steps

JERRY AND CLINT: FACTS TO PRINT

JERRY AND CLINT: QUESTIONS

JERRY AND CLIENT: MEMORANDUM

error: Content is protected !!

Don`t copy text!