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Post Graduate Diploma in financial planning (PGDFP) Preparation 2021

Registrations OPEN

The Postgraduate Diploma in financial planning will enable graduates to provide financial planning services to a wide range of individual and corporate clients. The qualification is also suitable for a wide range of non-client-facing careers in financial services and elsewhere, e.g. legal advisers, corporate benefits consultants, managers, actuaries, lawyers, and accountants who are interested in personal and corporate financial planning.

Our efficient and effective online 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.

*All materials will be available for the current tax year*

DISCLAIMER: Lightbulb Learning and Training is an independent learning institution and is not affiliated with the
Centre for Financial Planning Law at the University of the Free State or the Financial Planning Institute.

Option 1

Included in this preparation course:

  • All the online pre-recorded modules ( lectures)
  • All the online Question banks
  • All the online Mock exams and live session
  • Suggested Study Schedule to follow
  • Live online Punch-Up Q and A sessions

R13 999 per delegate

Option 2

Online Modules/Lectures can be purchased separately -  R499 per module/lecture

  • Financial calculations

  • Personal Income Tax

  • Company Income Tax

    Taxation of business entities

    Enroll
  • Capital gains tax

  • Donations tax

  • Transfer duty

  • DWT & STT

  • Tax on lump sums

  • Financial statements and business valuation

  • Law of Business entities

  • Estate Planning

  • Economics

  • Compliance:

  • Ethics - law contract and delict

    Ombud decisions, court cases

    Enroll
  • Investments

    Behavioural finance, IPS and Risk Profiling make estates like this also?

    Enroll
  • Investments

    Risk, Return and statistical calculations

    Enroll
  • Investments

    Money Market & Bonds

    Enroll
  • Investments

    Equities & Property

    Enroll
  • Investments

    Derivatives

    Enroll
  • Investments

    Investment products and taxation

    Enroll
  • Investments:

    Portfolio management

    Enroll
  • Retirement

    Pension Funds Law

    Enroll
  • Retirement

    Individual Retirement Planning

    Enroll
  • Case study

PGDFP - Live Online Guideline lectures

LET US GUIDE YOU THOUGH THE GUIDELINES!

We will cover 2 topics a week for 6 weeks starting 14 JULY 2021!

Paul will break down the exam guidelines – every required section and piece of knowledge or skill needed, - where to study it from, what’s important about it and any tips or tricks to focus on that element.

Sessions will also be recorded for you to review again.

Wed

14

July

  • Compliance &
  • Legislation - LFPE
Wed

21

July

  • Income Tax - all
  • CGT & Donations tax - all
Wed

28

July

  • TVM and Financial Management - ALL
  • Risk and Insurance – LFPP and LFPS
Wed

4

Aug

  • Estate – LFPP and LFPS
  • Prescribed LFPP Additional Reading and Articles
Wed

11

Aug

  • Retirement – LFPP and LFPS
  • Investment – LFPP and LFPS
Wed

18

Aug

  • Business insurance and Entities – LFPC and LFPS
  • EB and Health - LFPC

R1099 per delegate

PGDFP Exam Preparation(Mock Exams) 2021

AVAILABLE from 1 August 2021
LIMITED SPACE AVAILABLE!

  • Complete online and printable pdf 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 online memorandum to all questions will be available online after completing the Mock Exam.
  • In our live online sessions we will go through some 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 questions.
  • Our live online Revision week sessions will also include a lecture part and Q and A opportunity to answer those unanswered questions that you might have
  • All materials will be available for the current tax year
  • Seminars run by: Paul Rabenowitz, AIF®, CFP®, CIPM, FIFM, FPSA®, GFS™, M.Inst.D, RF™

Live online REVISION sessions:

Financial Planning Environment

Online live session :

23 August 09:00-12:00

Personal Financial Planning

Online live session:

24 August 09:00 - 12:00 

Corporate Financial Planning

Online live session:

25 August 09:00 - 12:00

Case Study

Online live session:

26 August 09:00-12:00

Option 1

Includes all 4 subjects -

  • Financial Planning Environment
  • Personal Financial Planning
  • Corporate Financial Planning
  • Case Study

R3800 per delegate

Option 2

Each Mock Exam can also be purchased separately -  R950 per Mock exam

Financial Planning Environment

PGDFP – Post graduate diploma in financial planning – Exam Preparation –Financial Planning Environment Mock Exam 2021

Personal Financial Planning

PGDFP – Post graduate diploma in financial planning – Exam Preparation –Personal Financial Planning Mock Exam 2021

Corporate Financial Planning

PGDFP – Post graduate diploma in financial planning – Exam Preparation –Corporate Financial Planning Mock Exam 2021

Case
Study

PGDFP – Post graduate diploma in financial planning – Exam Preparation –Financial Planning Case Study Mock Exam 2021