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PGDFP

Post graduate diploma in financial planning (PGDFP)

Our efficient and effective study materials and lectures will guide you through all the theory and calculations at the level you will be required to know in your exams. Our method incorporates abundant practical examples in addition to past examination questions and a detailed investigation of the examination guidelines provided by the University. Our high quality, comprehensive notes will help you master all the required material and will navigate you through your prescribed reference work: The South African Financial Planning Handbook. You will also become part of a stimulating learning environment and have meaningful interaction and networking with like-minded highly motivated fellow students.

  • Quantitative methods 1:

    Time value of money and discounted cash flows

  • Quantitative methods 2:

    Needs analysis calculations

  • Tax 1:

    Income Tax

  • Tax 2:

    Capital Gains Tax

  • Tax 3:

    Donations Tax, Transfer Duty and Taxation of Lump Sum Benefits

  • Estate Planning:

    Marriage & Matrimonial Property and Family Law

  • Estate Planning:

    The Law of Succession and Limited Rights

  • Estate Planning:

    Estate Duty

  • Estate Planning:

    Business Insurance

    COMING SOON
  • Estate Planning:

    Trust law and Taxation

    COMING SOON
  • Estate Planning:

    Estate planning

    COMING SOON
  • Retirement Planning:

    Law of retirement funds

    COMING SOON
  • Retirement Planning:

    Retirement planning

    COMING SOON
  • Investment Planning:

    Risk & return calculations

    COMING SOON
  • Investment Planning:

    Money markets and bonds

    COMING SOON
  • Investment Planning:

    Equities and Derivatives

    COMING SOON
  • Investment Planning:

    Portfolio management

    COMING SOON
  • Investment Planning:

    Investment Planning Process and Investment Vehicles

    COMING SOON
  • Insurance Law

    COMING SOON
  • Healthcare

    COMING SOON
  • Business Entities: Law and Taxation

    COMING SOON
  • Business Valuation & Financial Statements

    COMING SOON
  • Compliance:

    Compliance & Ethics 1

    COMING SOON
  • Compliance:

    Compliance & Ethics 2

    COMING SOON
  • Case study 1:

    Technique and Application

    COMING SOON
  • Case study 2:

    Case studies

    COMING SOON
  • Mock Exam

    Financial Planning Environment

    COMING SOON
  • Mock Exam

    Corporate Financial Planning

    COMING SOON
  • Mock Exam

    Personal Financial Planning

    COMING SOON
  • Mock Exam

    Case Study

    COMING SOON

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Financial Planning Environment

Post graduate diploma in financial planning Preparation (PGDFP )

  • Quantitative methods 1:

    Time value of money and discounted cash flows

  • Quantitative methods 2:

    Needs analysis calculations

  • Tax 1:

    Income Tax

  • Tax 2:

    Capital Gains Tax

  • Tax 3:

    Donations Tax, Transfer Duty and Taxation of Lump Sum Benefits

  • Estate Planning:

    Marriage & Matrimonial Property and Family Law

  • Estate Planning:

    The Law of Succession and Limited Rights

  • Estate Planning:

    Estate Duty

  • Estate Planning:

    Trust law and Taxation

  • Compliance:

    Compliance & Ethics 1

  • Compliance:

    Compliance & Ethics 2

Corporate Financial Planning

Post graduate diploma in financial planning Preparation (PGDFP)

  • Estate Planning:

    Business Insurance

  • Retirement Planning:

    Law of retirement funds

  • Retirement Planning:

    Retirement planning

  • Healthcare

  • Business Entities: Law and Taxation

  • Business Valuation & Financial Statements

Personal Financial Planning

Post graduate diploma in financial planning Preparation (PGDFP)

  • Quantitative methods 1:

    Time value of money and discounted cash flows

  • Quantitative methods 2:

    Needs analysis calculations

  • Tax 2:

    Capital Gains Tax

  • Tax 3:

    Donations Tax, Transfer Duty and Taxation of Lump Sum Benefits

  • Estate Planning:

    Marriage & Matrimonial Property and Family Law

  • Estate Planning:

    The Law of Succession and Limited Rights

  • Estate Planning:

    Estate Duty

  • Estate Planning:

    Trust law and Taxation

  • Estate Planning:

    Estate planning

  • Retirement Planning:

    Law of retirement funds

  • Retirement Planning:

    Retirement planning

  • Investment Planning:

    Risk & return calculations

  • Investment Planning:

    Money markets and bonds

  • Investment Planning:

    Equities and Derivatives

  • Investment Planning:

    Portfolio management

  • Investment Planning:

    Investment Planning Process and Investment Vehicles

  • Insurance Law

Financial Planning Case Study

Post graduate diploma in financial planning Preparation (PGDFP)

  • Quantitative methods 1:

    Time value of money and discounted cash flows

  • Quantitative methods 2:

    Needs analysis calculations

  • Tax 1:

    Income Tax

  • Tax 2:

    Capital Gains Tax

  • Tax 3:

    Donations Tax, Transfer Duty and Taxation of Lump Sum Benefits

  • Estate Planning:

    Marriage & Matrimonial Property and Family Law

  • Estate Planning:

    The Law of Succession and Limited Rights

  • Estate Planning:

    Estate Duty

  • Estate Planning:

    Business Insurance

  • Estate Planning:

    Trust law and Taxation

  • Estate Planning:

    Estate planning

  • Retirement Planning:

    Law of retirement funds

  • Retirement Planning:

    Retirement planning

  • Investment Planning:

    Risk & return calculations

  • Investment Planning:

    Money markets and bonds

  • Investment Planning:

    Equities and Derivatives

  • Investment Planning:

    Portfolio management

  • Investment Planning:

    Investment Planning Process and Investment Vehicles

  • Insurance Law

  • Case study 1:

    Technique and Application

  • Case study 2:

    Case studies

Post graduate diploma in financial planning (PGDFP) Select Modules

  • Quantitative methods 1:

    Time value of money and discounted cash flows

    Enroll
  • Quantitative methods 2:

    Needs analysis calculations

    Enroll
  • Tax 1:

    Income Tax

    Enroll
  • Tax 2:

    Capital Gains Tax

    Enroll
  • Tax 3:

    Donations Tax, Transfer Duty and Taxation of Lump Sum Benefits

    Enroll
  • Estate Planning:

    Marriage & Matrimonial Property and Family Law

    Enroll
  • Estate Planning:

    The Law of Succession and Limited Rights

    Enroll
  • Estate Planning:

    Estate Duty

    Enroll
  • Estate Planning:

    Business Insurance

    Enroll
  • Estate Planning:

    Trust law and Taxation

    Enroll
  • Estate Planning:

    Estate planning

    Enroll
  • Retirement Planning:

    Law of retirement funds

    Enroll
  • Retirement Planning:

    Retirement planning

    Enroll
  • Investment Planning:

    Risk & return calculations

    Enroll
  • Investment Planning:

    Money markets and bonds

    Enroll
  • Investment Planning:

    Equities and Derivatives

    Enroll
  • Investment Planning:

    Portfolio management

    Enroll
  • Investment Planning:

    Investment Planning Process and Investment Vehicles

    Enroll
  • Insurance Law

  • Healthcare

  • Business Entities: Law and Taxation

  • Business Valuation & Financial Statements

  • Compliance:

    Compliance & Ethics 1

    Enroll
  • Compliance:

    Compliance & Ethics 2

    COMING SOON
    Enroll
  • Case study 1:

    Technique and Application

    Enroll
  • Case study 2:

    Case studies

    COMING SOON
    Enroll

PGDFP Exam Preparation - ENVIRONMENT Mocks Exam AVAILABLE!

  • Financial Planning Environment:

        Online Mocks available - 3 August & Live online session - 15 August

  • Personal Financial Planning:

        Online Mocks available - 7 August & Live online session - 16 August

  • Corporate Financial Planning:

         Online Mocks available 10 August & Live online session - 22 August

  • Case Study:

        Online Mocks available - 10 August & Live online session - 23 August

  • Complete mock exams based on the all the examination guidelines and learning outcomes.

  • Unique questions specifically designed to cover all the outcomes at the same cognitive level needed for your exams.

  • A variety of assessment methods to test your knowledge and ability to apply that knowledge in different ways using multiple-choice, true and false, and plenty of problem type and case study format questions, so that you are fully prepared for any type of question thrown at you in the exam.

  • Comprehensive memorandum to all questions will be available online after completing the Mock Exam.

  • In our live online sesion we will go through Mock exam questions after allowing you to complete each Mock exam on your own time beforehand and following this with a complete analysis and discussion of all technical, legal, calculatory and exam techniques related issues pertaining to each question.

  • You will be graded to assess your assimilation and expression of your knowledge in an exam environment.

  • Seminars run by: Paul R, AIF®, CFP®, CIPM, FIFM, FPSA®, GFS™, M.Inst.D, RF™

PCE - CFP® Professional competency examination - AVAILABLE NOW!

Be the first to ENROLL in our ONLINE review session lectures! - Limited availability -

Review session lectures to prepare candidates for the CFP® Professional Competency Exam consisting of:

  • Pre-recorded online lectures on the special consideration guidelines and calculations.
  • PLUS some extra lecture topics of relevance
  • Pdf lecture notes
  • Live questions and answer session to assist students with any questions they might have - 1 August 10:00 to 12:00

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FAIS - Coming Soon

Regulatory Training for Representatives RE5

The FAIS Act and its subordinate legislation prescribe several requirements that individuals who provide financial advice/services on behalf of a financial services provider must meet. One of these requirements is that all, representatives must pass the industry’s Regulatory Examinations

Regulatory Training for Key Individuals RE1

The FAIS Act and its subordinate legislation prescribe several requirements that individuals who provide financial advice/services on behalf of a financial services provider must meet. One of these requirements is that all key individuals must pass the industry’s Regulatory Examinations 

Ethics - Coming Soon

This seminar will discuss the ethical considerations a financial professional must know when dealing with clients. We will discuss the types of ethical dilemmas, scenarios which put our ethics to the test and discuss professional codes of conduct.

Debarment Seminar - Coming Soon

This seminar will discuss the proper debarment provisions to follow by FPSs, from small to large. It will discuss the reasons, procedures and recourses on debarment for representatives. this seminar is a must for Representatives, Key Individuals and Compliance Officers.

Investment Policy Statements - Coming Soon

This seminar will discuss in detail investment planning process. The detailed procedures that form part of the process will then be documented in a Investment Policy Statement. This seminar will show you how to construct your own IPS to use with your clients.

Advanced Financial Calculations - Coming Soon

This seminar will go through every financial calculation you will need as a financial planner, from education, retirement to investment calculations!

Continuous Professional Development – CPD - Coming Soon

Topical seminars that give you ongoing professional learning to meet all your professional body needs.

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