Synergia Learning strives to assist financial and fiduciary planners in obtaining the necessary knowledge and skills required placing them in a position where they can comfortably manage the most complex financial management strategies.
As was once said, we need to be a polymath – knowledge of a wide range of legislation is essential and, with this is the need to be on date with court cases, new legislation as well as amendments. If not, how are you in a position to give advice?
To assist you, Synergia Learning offers private training and seminars :
- Custom-designed workshops on topics in the profession of expertise: you dictate the needs, we compile and deliver to your target market
- One-to-one consultation with you, the planner, to address any assistance that you may require
- Online workshops and live virtual seminars on various topics relevant to our profession
- Private training- workshops on topics that are necessary for studies in the post grad diplomas, BCom honours in financial planning, and advanced studies in Deceased Estates and Trust administration.
- Workshops to assist with technical knowledge and integration when working on and submitting the financial plan in the CFP® Capstone certification for the FPI.
- Online assessments to test your knowledge in preparation for any of your studies including the Legacy Capstone pathway with FPI in preparation for the CFP® designation.
- Development of case studies in upskilling planners to identify and mitigate risks, compile a detailed analysis and, consider appropriate recommendations.
Synergia Learning is not a higher education provider. Synergia Learning is an independent private trainer of individuals in the financial planning and fiduciary planning profession.