CFP® CERTIFICATION CAPSTONE 3: JULY 2026 ONE ON ONE CONSULTATIONS
ONE ON ONE CONSULTATION: Access to the recording on the technical issues of the case study 4. One on one zoom engagement in developing the report, analyses and recommendations, right until the final submission of the report.
Should you need assistance in a resubmission as you were not compliant in the first place, there will be a critical analyses of your submission and we engage to rewrite where necessary before you have to submit again!
CFP® CERTIFICATION CAPSTONE 4: SEPTEMBER 2026 ONE ON ONE CONSULTATIONS
ONE ON ONE CONSULTATION: Access to the recording on the technical issues of the case study 4. One on one zoom engagement in developing the report, analyses and recommendations, right until the final submission of the report.
Should you need assistance in a resubmission as you were not compliant in the first place, there will be a critical analyses of your submission and we engage to rewrite where necessary before you have to submit again!
REFRESHER SESSIONS 2025
ARTICLES SPONSORED BY FINDOTNEWS FOR REGISTERED USERS
Articles provided by FinDotNews, a company specialising in client newsletters for Financial Advisors. It helps them strengthen client relationships with professionally written, engaging content. Access to these articles are complimentary to candidates that register for any courses on Synergia Learning.
LINK TO LEGISLATION RELEVENT IN DECEASED ESTATE AND TRUST ADMINISTRATION 2026
A combination of all legislation applicable to the fiduciary space. More vital aspects will be highlighted and discussed at live seminars. Know thy legislation!
LEGACY – OPTION 2: CFP® ONLINE MCQ, INCLUDES SUBJECT MATTER CONTENT & RECORDINGS
This option includes the identical MCQ as in option 1 but, includes online recordings on all subject matter to support your learning. Access expires 90 days after your registration.
CFP® CERTIFICATION CAPSTONE 1: JAN 2026 ONE-ON-ONE CONSULTATIONS
ONE ON ONE CONSULTATION: Access to the recording on the technical issues of the case study 4. One on one zoom engagement in developing the report, analyses and recommendations, right until the final submission of the report.
Should you need assistance in a resubmission as you were not compliant in the first place, there will be a critical analyses of your submission and we engage to rewrite where necessary before you have to submit again!
CFP® CERTIFICATION CAPSTONE 4: 2025 ONE ON ONE CONSULTATION
ONE ON ONE CONSULTATION: Access to the recording on the technical issues of the case study 4. One on one zoom engagement in developing the report, analyses and recommendations, right until the final submission of the report.
Should you need assistance in a resubmission as you were not compliant in the first place, there will be a critical analyses of your submission and we engage to rewrite where necessary before you have to submit again!
LEGACY: OPTION 1 CFP® ONLINE MCQ WITH MEMORANDUM
Option 1, in preparation for the Legacy FPI MCQ contains over 700 MCQ for you test your knowledge. Memorandum is included at the end of each MCQ you complete. Increase your rate of success on the first sitting. 90 day access from date of registration. ''Enroll'', takes you to a page of subjects covered.
CFP® CERTIFICATION CAPSTONE: TECHNICAL KNOWLEDGE COURSE 2026
Needing a refresher on your technical knowledge in financial planning? Includes updates on legislation to date, business planning, personal planning and tax. A summary of the most important topics. Recorded webinars. No live sessions but access to Carmen when needed. 6 months access from time of registration.
CORPORATE: EXAM GUIDELINES PREPARATION 2026
Preparation for your exams based on the guidelines issued by the relevant institutions. Online content and examples for application practice. Register at anytime - content released when guidelines 2026 are made available.
REEN EXAM GUIDELINES PREPARATION 2026
2025 guidelines for early preparation on various topics are available! 2026 guidelines available in August when released by the various institutions.
TRAD EXAM GUIDELINES PREPARATION 2026
2025 guidelines for early preparation on various topics are available! 2026 guidelines available in August when released by the various institutions.
EPDW EXAM GUIDELINES PREPARATION 2026
2025 guidelines for early preparation on various topics are available! 2026 guidelines available in August when released by the various institutions.
ADDE EXAM GUIDELINES PREPARATION 2026
2025 guidelines for early preparation on various topics are available! 2026 guidelines available in August when released by the various institutions.
FINANCIAL PLANNING QUIZZES 2026
A database of questions testing your knowledge on all topics relevant to financial planning 2026. Awesome for post grad studies or Capstone preparation. Updated with legislation up to and including January 2026. Will be updated with Budget 2026.
QUIZZES 2026 FOR ALL FIDUCIARY TOPICS
Questions and self assessments across the entire spectrum of the fiduciary profession! Test your knowledge.
CASE STUDY: EXAM GUIDELINES PREPARATION 2026
Preparation for your exams based on the guidelines issued by the relevant institutions. Online content and examples for application practice. Register at anytime - content released when guidelines 2026 are made available.
ENVIRONMENT EXAM GUIDELINES PREPARATION 2026
Preparation for your exams based on the guidelines issued by the relevant institutions. Online content and examples for application practice. Register at anytime - content released when guidelines 2026 are made available.
PERSONAL ENVIRONMENT EXAM GUIDELINES 2026
Preparation for your exams based on the guidelines issued by the relevant institutions. Online content and examples for application practice. Register at anytime - content released when guidelines 2026 are made available.