FINANCIAL PLANNING: the pathway to the cfp® designation

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:

  • Access to the Synergia Learning online platform for a determined period. The platform offers online content, pre-recorded webinars on the relevant topic, and weekly live sessions if the package includes this. Within each topic, applications in the manner of examples are discussed for ease of understanding.
  • Weekly live sessions for various subject matters linked to a conglomeration of topics for the regulatory environment, the personal environment, and the corporate environment are held on Zoom, recorded and made available on the platform.
  • For those who want to integrate all the subject matter and practice in the form of a case study, these are available online for your practice and, memorandums are provided and discussed during the live sessions that are held.
  • CPD allocation is offered per topic or for a conglomeration of subjects in the environment that you practice in.
  • One-to-one consultations for professionals who are dealing with complexed client scenarios who require confirmation of understanding and methods of planning.
  • Custom made packages- enquire with Carmen.                                                        

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.

R14 000

FINANCIAL PLANNING: ENVIRONMENT, PERSONAL, CORPORATE AND CASE STUDIES

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

R3 800

REGULATORY ENVIRONMENT IN FINANCIAL PLANNING

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 800

PERSONAL ENVIRONMENT IN FINANCIAL PLANNING

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 800

CORPORATE ENVIRONMENT IN FINANCIAL PLANNING

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

R3 800

CASE STUDY ANALYSES X 6

2025 live sessions to be advised / according to 2025 brochure

R1 250

REGULATORY ENVIRONMENT QUIZZES 2025

R4000

FINANCIAL PLANNING 2025 QUIZ ON ALL TOPICS

620

FINANCIAL CALCULATIONS (TIME VALUE OF MONEY)

R1 100

PERSONAL INCOME TAX 2025

Registration open after budget 2025

R1 100

RETIREMENT FUNDS: TAXATION [2 POTS]

R750

ESTATE DUTY: VALUATIONS AND DEDUCTIONS

R650

RETIREMENT PLANNING: PRE & POST PRODUCTS & TAX

R650

RETIREMENT FUNDS: DISTRIBUTION ON DEATH & DIVORCE

R700

BUSINESS ASSURANCE: COMPANY OWNED & BUY AND SELL

R650

LAW OF SUCCESSION: TESTATE AND INTESTATE

R650

LAW OF MARRIAGE AND UNIONS. ”SPOUSE” & LAWS

There have been many changes to marital laws and definition of spouse - important for planners to fully understand.

error: Content is protected !!
Don`t copy text!