Free Live Session
Register for our free live online orientation session on the 10th of March from 18:00 to 19:00
Post Graduate Diploma in financial planning (PGDFP) Preparation 2021
Pre-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:
R13 999 per delegate
Option 2
Online Modules/Lectures can be purchased separately - R499 per module/lecture
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Financial calculations
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Personal Income Tax
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Company Income Tax
Taxation of business entities
Enroll -
Capital gains tax
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Donations tax
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Transfer duty
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DWT & STT
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Tax on lump sums
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Financial statements and business valuation
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Law of Business entities
PGDFP Exam Preparation(Mock Exams) 2021
-AVAILABLE mid 2021-
Pre-registrations OPEN!
Live 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