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