WORKSHOPS AND LIVE SEMINARS
Whether you have embarked on studies of the PGrad Dip / BCom in financial planning, require a comprehensive refresher or have commenced a career in this profession and wanting to acquire knowledge to add value to your clients, Synergia Learning as private trainers and CPD provider, offers:
Our emphasis is on comprehensive understanding and application of the relevant topics, ensuring your success in whatever avenue you have chosen. Download the 2026 brochure for the year’s program!
Synergia Learning is not a higher education provider. Synergia Learning is an independent private trainer of individuals in the financial planning and fiduciary profession.
All 4 main topics relevant to Financial Planning: regulatory ENVIRONMENT, PERSONAL, CORPORATE as well as CASE STUDIES for practice! All topics relevant to post grad studies in financial planning and includes the quizzes for 2026 as well to test your knowledge! Download the 2026 brochure for the dates of all the live sessions.
Do you know how many Acts you as a financial planner need to know and comply with, which, could have implications on your recommendations? Take a peek when you press enroll! Topics are relevant to post grad studies in financial planning. Download brochure for the dates of the live sessions.
All the topics are related to planning for an individual and his/her family. It extends to understanding trusts and using such as a tool for estate planning. It has become a very specialized field! Topics are relevant to post grad studies in financial planning. Download brochure for live sessions in 2026.
If you engage with corporate players, employee benefits, retirement funds, health and business planning. This suite of topics covers the entire corporate spectrum. The topics are relevant to post graduate studies in financial planning. Download the 2026 brochure for the dates of the live sessions!
Registration open for 6 case studies available for practice during the year. Download the 2026 brochure for dates of the live sessions and new case studies for discussion.
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.
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.
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.
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.
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.
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