CFP® Professional Competency Examination (PCE)
Exciting 2022 options COMING SOON!
The CFP® Professional Competency Examination (PCE) is one of the certification requirements for obtaining the CFP® designation.
The approved qualifications for access to the PCE are the Postgraduate Diploma in Financial planning and the Bachelor of Commerce (Honours) in Financial planning.
This is an online examination.
The CFP® examination is scheduled for the 10 March 2022 and 11 March 2022.
Case study one: 10 March 2022
Case study two: 11 March 2022
DISCLAIMER: Lightbulb Learning and Training is an independent learning institution and is not affiliated with the Financial Planning Institute.
Paul Rabenowitz will guide you with our review session and lectures to prepare candidates for the 2022 CFP® Professional Competency Exam consisting of:
MARCH
Cost : R2500 per delegate
JUNE
Cost : R2500 per delegate
SEPTEMBER
Cost : R2500 per delegate
DISCOUNTED MODULES TO ASSIST IN YOUR PREPARATION
Select Modules :
-
PCE: Quantitative methods 1:
Time value of money and discounted cash flow
Enroll -
PCE: Quantitative methods 2:
Needs analysis calculations
Enroll -
PCE: Tax 1:
Income Tax
Enroll -
PCE: Tax 2:
Capital Gains Tax
Enroll -
PCE: Tax 3:
Donations Tax, Transfer Duty and Taxation of Lump Sum Benefits
Enroll -
PCE: Estate Planning:
Marriage & Matrimonial Property and Family Law
Enroll -
PCE: Estate Planning:
The Law of Succession and Limited Rights
Enroll
-
PCE: Estate Planning:
Trust law and Taxation
Enroll -
PCE: Estate Planning:
Estate planning
Enroll -
PCE: Retirement Planning:
Law of retirement funds
Enroll -
PCE: Investment Planning:
Risk & return calculations
Enroll -
PCE: Investment Planning:
Money markets and bonds
Enroll -
PCE: Investment Planning:
Equities and Derivatives
Enroll -
PCE: Investment Planning:
Portfolio management
Enroll