CFP® Professional Competency Examination (PCE)
Preparation 2021
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 17 JUNE 2021 and 18 JUNE 2021.
Case study one: 17 JUNE 2021 - duration four hours
Case study two: 18 JUNE 2021 - duration four hours
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 2021 CFP® Professional Competency Exam consisting of:
MARCH
CLOSED
Cost : R2100 per delegate
JUNE
Registrations Open
Cost : R2100 per delegate
SEPTEMBER
Pre-Registrations Open
Cost : R2100 per delegate
DISCOUNTED MODULES TO ASSIST IN YOUR PREPARATION
Select Modules :
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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
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PCE: Estate Planning:
Trust law and Taxation
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PCE: Estate Planning:
Estate planning
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PCE: Retirement Planning:
Law of retirement funds
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PCE: Investment Planning:
Risk & return calculations
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PCE: Investment Planning:
Money markets and bonds
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PCE: Investment Planning:
Equities and Derivatives
Enroll -
PCE: Investment Planning:
Portfolio management
Enroll