PostGraduate Diploma in Financial Planning (PGDFP) Preparation
The Postgraduate Diploma in Financial Planning (PGDFP) 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. 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.
OPTIONS
You can purchase the full bundle, per module, stand alone modules or any custom packaged set.
Lightbulb Learning and Training is an independent learning institution and is not affiliated with the the Financial Planning Institute of Southern Africa or any FPI approved education provider.
Option 1
Included in this preparation course:
R14 999 per candidate
Option 2 - Purchase by Module
Included in this preparation course:
Option 3
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
PGDFP Exam Revision Open from JUNE
Option 1
Includes all 4 subjects -
- Financial Planning Environment
- Personal Financial Planning
- Corporate Financial Planning
- Case Study
R4 200 per delegate
Option 2
Each Mock Exam can also be purchased separately - R999 per Mock exam
Financial Planning Environment
PGDFP – Post graduate diploma in financial planning – Exam Preparation –Financial Planning Environment Mock Exam
Personal Financial Planning
PGDFP – Post graduate diploma in financial planning – Exam Preparation –Personal Financial Planning Mock Exam
Corporate Financial Planning
PGDFP – Post graduate diploma in financial planning – Exam Preparation –Corporate Financial Planning Mock Exam
Case
Study
PGDFP – Post graduate diploma in financial planning – Exam Preparation –Financial Planning Case Study Mock Exam