2024 PGDFP Open for Registration!

PostGraduate Diploma in Financial Planning (PGDFP) Preparation

Contact us for face-to-face lecture information.

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 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*

Lightbulb Learning and Training is an independent learning institution and is not affiliated with the University of the Free State or the Financial Planning Institute.

Option 1

Included in this preparation course:

  • Online pre-recorded lectures
  • Online mock exams
  • Live online exam guideline seminars

R14 499 per delegate

Option 2

Online Modules/Lectures can be purchased separately -  Rabc 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

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 Exam Preparation(Mock Exams) 

  • 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 mock exam seminars in August 2023

Financial Planning Environment
Personal Financial Planning
Corporate Financial Planning
Case Study

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 2023

Personal Financial Planning

PGDFP – Post graduate diploma in financial planning – Exam Preparation –Personal Financial Planning Mock Exam 2023

Corporate Financial Planning

PGDFP – Post graduate diploma in financial planning – Exam Preparation –Corporate Financial Planning Mock Exam 2023

Case
Study

PGDFP – Post graduate diploma in financial planning – Exam Preparation –Financial Planning Case Study Mock Exam 2023

Seminars for Lightbulb students for final exam prep (all on ZOOM)

Exam Guideline Seminars - to be announced

These will go through the exam guidelines as issued by the UFS

Exam Guideline Seminar – LFPE 

Exam Guideline Seminar – LFPP 

Exam Guideline Seminar – LFPC 

Exam Guideline Seminar – LFPS 

Mock Exams

These will cover some questions and answers related to the exam guidelines. These will be different questions than the online mock exam. The final updated mock exams will become available by mid August.

LFPE Mock Exam Seminar – 

LFPC Mock Exam Seminar – 

LFPP Mock Exam Seminar – 

LFPS Mock Exam Seminar – 

 

Revision and Q&A sessions

These are for any revision topics or questions – this is not a prepared seminar, so you need to come with your own topics to be discussed