TOPICS RELEVANT TO THE FINANCIAL PLANNING PROFESSION

To ensure your success in the financial planning profession, you are required to understand and apply a vast amount of detailed knowledge to compile a client financial analyses. And, if your objective is to embark on studies that lead you to the ultimate CFP® designation, look no further.!

Synergia Learning provides private training, mentoring and tutor to assist with applications of all the topics and legislation that is needed to be successful in your objectives and career!  We ensure that you understand the consequences of your recommendations, as it can have dire effects on the financial future of your client!

The topics reflected all form part of the requirements a professional needs in studies and career path towards attaining CFP® status.

The workshops are online, some coupled with a live seminar which is held on zoom. All workshops include content, pre-recorded webinars with many examples, in the form of ”quizzes” thus ensuring your understanding. Where the CPD logo reflects, CPD will be allocated on successful completion of the quizzes.

Download the brochure for a list of the dates in which seminars will be held for topics which are linked to live seminars.

Synergia Learning is not a higher education provider. Synergia Learning is an independent private trainer of individuals in the financial planning and fiduciary profession.

 

SELF STUDY ONLINE WITH WEEKLY LIVE SESSIONS:

R13 800

R12 500

NO REFUNDS ONCE REGISTERED

Once registered, payment will be processed via payfast after which, you will receive your login details. To access your course, please access the ”my account” on the same website.

Registration is open from 6 February 2023 . Please do note the dates of the availability of each module registered for.

Course Content

Q AND A 3RD SEPTEMBER

 WELCOME  INTRODUCTION (NOTE ASSESSMENT / PRACTICE AT END OF PAGE) (3 Topics)

LIVE SESSION 2022 (4 Topics)

TRUST (9 Topics)

UNDERSTAND COMPANY OWNED POLICIES;RECORDINGS BELOW

BUY AND SELL (6 Topics)

KEYMAN

EMPLOYEE BENEFITS (3 Topics)

 RESTRAINT OF TRADE (2 Topics)

CONTINGENT POLICIES (3 Topics)

DEFERRED AND PREFERRED COMPENSATION: STAFF INCENTIVE SCHEMES (3 Topics)

BUSINESS ENTITIES (2 Topics)

 FINANCIAL STATEMENTS (3 Topics)

RETIREMENT FUNDS (7 Topics)

TAX ON LUMP SUMS (4 Topics)

HEALTH (13 Topics)

LIVE SESSIONS (2 Topics)

CORPORATE INCOME TAX (3 Topics)

PRACTICE AND ASSESSMENTS (7 Topics)

SECTION 19 (19 Topics)

SECTION 20

INTRODUCTION (4 Topics)

COMPLIANCE (14 Topics)

TVM (12 Topics)

 PERSONAL INCOME TAX (6 Topics)

CAPITAL GAIN TAX (3 Topics)

LUMP SUM TAX (4 Topics)

 BUSINESS ENTITIES TAX

MARRIAGE ACT (8 Topics)

DEATH AND TAXES (6 Topics)

TRUST PROPERTY CONTROL ACT

LIVE SESSION RECORDINGS 2022 (16 Topics)

MOCK AND PRACTICE 2022 (4 Topics)

TBA

Q AND A 3RD SEPTEMBER

WELCOME AND INTRODUCTION TO COURSE (NOTE PRACTICE SECTION AT THE END OF PAGE) (5 Topics)

SECTION LAW (4 Topics)

RETIREMENT FUND CONTRIBUTIONS (2 Topics)

CAPITAL GAIN/LOSS (12 Topics)

TIME VALUE OF MONEY (8 Topics)

ESTATE PLANNING AND DUTY (10 Topics)

LIMITED INTEREST (9 Topics)

LAW OF SUCCESSION (3 Topics)

MARRIAGES AND UNIONS (3 Topics)

PERSONAL INCOME TAX (4 Topics)

PRE AND POST RETIREMENT (9 Topics)

INVESTMENTS (7 Topics)

LIVE SESSIONS 2022 (5 Topics)

LIVE SESSIONS 2021 (6 Topics)

ASSESSMENTS, QUIZ, PRACTICE (11 Topics)

COMPLETION RULES (INTRODUCTION)

CONTENT
(4 Topics)

LIVE SESSION 2022
(8 Topics)

ADDITIONAL DOCUMENTS INCLUDE MASTER DIRECTIVES
(7 Topics)

TRUST PROPERTY CONTROL ACT
(3 Topics)

ADVANCED- TRUSTS

CASE LAW

ROLES – FOUNDER & MASTER

ROLES – BENEFICIARIES

ROLES -TRUSTEES

LIVE SESSIONS RECORDINGS : UNDERSTANDING TRUSTS AND TAX ADDITIONAL STUDIES
(6 Topics)

LIVE SESSIONS 2021
(5 Topics)

PRINCIPLES: A VERY BASIC SUMMARY OF TRUSTS (NO TAX)
(5 Topics)

PERSONAL TAX (THIS IS FOR STUDENTS WHO HAVE NOT STUDIED TAX)
(6 Topics)

ADDITIONAL EXAMPLES REQUESTED BY STUDENTS
(9 Topics)

LECTURER

FILES
(2 Topics)

R13 000

SUITE OF ALL TOPICS FOR THE FINANCIAL PLANNING PROFESSION

This includes: ENVIRONMENT, PERSONAL, CORPORATE and includes 5 CASE STUDY analyses with memorandum! The entire spectrum of financial planning!

R3 300

Suite of topics for the REGULATORY ENVIRONMENT applicable to a financial planner

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 enrol!

R3 600

Suite of topics for the financial professional in the PERSONAL ENVIRONMENT

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! 

R3 300

Suite of topics for the professional in the CORPORATE ENVIRONMENT

If you engage with corporate players, employee benefits, retirement funds, health and business planning. This suite of topics covers the entire corporate spectrum.

R1 100

Repository of questions for the REGULATORY planning environment

Do you know all the legislation that you need to comply with?

R1 100

Repository of questions for the PERSONAL Environment in Planning

How much do you know?

R600

Analyses of client case 1

There are 5 client cases to analyse, synthesise and make recommendations! Memorandums are available online. Seminar for discussion scheduled for 11 July 2024! If you want case studies sooner, refer to the PCE Studies page!

R600

Analyses of client case 2

As a practicing financial planner, you are required to compile financial needs analyses for your client and make appropriate, reasonable recommendations which can be implemented without, place your client at risk. This workshop assists with identifying the risk and making appropriate recommendation.

R600

Analyses of client case 3

As a practicing financial planner, you are required to compile financial needs analyses for your client and make appropriate, reasonable recommendations which can be implemented without, place your client at risk. This workshop assists with identifying the risk and making appropriate recommendation.

R600

Analyses of client case 4

As a practicing financial planner, you are required to compile financial needs analyses for your client and make appropriate, reasonable recommendations which can be implemented without, place your client at risk. This workshop assists with identifying the risk and making appropriate recommendation.

R600

Analyses of client case 5

As a practicing financial planner, you are required to compile financial needs analyses for your client and make appropriate, reasonable recommendations which can be implemented without, place your client at risk. This workshop assists with identifying the risk and making appropriate recommendation.

R0

Access to recent Master Directives and some legislation

OPEN ACCESS
Note that Synergia Learning is not responsible if any of the documents are not up to date. This provides links to the relevant documentation and not necessarily the document itself.

620

Financial calculations (time value of money)

R620

Investments: Vehicles (products) and tax

All investment vehicles used in planning and the tax implications.

R620

Investments: Risk management and fund fact sheets

How to read fund facts sheets and extrapolate data to manage risk taking all the measurements into account.

R620

Retirement planning: tax and investment vehicles

Pre and post retirement products, workings and tax

R620

Business entities and taxation (includes basic trust tax)

R620

Business assurance: buy & sell arrangements and, contingent policies

R620

Business Assurance: company owned policies

R620

Corporate: capital gain tax principles (includes partnerships)

R620

Financial statements and Business valuation

Online with pre-recording. No live seminar.

R620

Donation tax, dividend withholding and security transfer tax

620

Legislation in the financial planning profession

Includes Law of Insurance

R500

Law of insurance: long and short term

R620

Estate planning: Law of Succession and Wills Act

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