This includes: ENVIRONMENT, PERSONAL, CORPORATE and includes 6 CASE STUDY analyses with memorandum! Preparation for your 2025 exams!

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.
Synergia Learning is not a higher education provider. Synergia Learning is an independent private trainer of individuals in the financial planning and fiduciary profession.
This includes: ENVIRONMENT, PERSONAL, CORPORATE and includes 6 CASE STUDY analyses with memorandum! Preparation for your 2025 exams!
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!
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!
If you engage with corporate players, employee benefits, retirement funds, health and business planning. This suite of topics covers the entire corporate spectrum.