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:

  • Pre-recorded online lectures on the guidelines and calculations.
  • PLUS some extra lecture topics of relevance
  • Pdf lecture notes
  • Online Case Studies to work through
  • Personal assistance online throughout your preparation from Paul Rabenowitz
  • Live online questions and answer session with Paul Rabenowitz to assist students to work through a Case Study and with any questions they might have :
  • Please note that this course will expire end of the year

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

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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

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  • PCE: Investment Planning:

    Portfolio management

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  • PCE: Insurance Law

  • PCE: Healthcare

  • PCE: Business Entities:

    Law and Taxation

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  • PCE: Business Valuation & Financial Statements

  • PCE: Compliance:

    Compliance & Ethics 

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  • PCE: Case study :

    Technique , Application, Case Study

    Enroll