Postgraduate Diploma in Financial Planning, Advanced Postgraduate Diploma in Financial Planning (Cum Laude), Certificate in Pension Funds Law, Certificate in Administration of Estates (Cum Laude), Certificate in Fiduciary Governance, Certificate in Advanced Corporate Law and Securities Law, Programme in Investment Analysis and Portfolio Management (Cum Laude), Programme in Financial Management (Cum Laude), Programme in Risk Management (Cum Laude).

Paul is the founder of Lightbulb Learning and Training, which specialises in providing training for financial planners for formal qualifications, regulatory examinations, professional competence and the FPI Board Exams. In 2007, Paul was awarded the prize for top Advanced Post-graduate student in the country for both modules. He is the managing editor of The South African Financial Planning Handbook, Fundamentals of Financial Planning and the Legislation Handbook and Preparatory Guide for RE 1 & RE 5, all published by LexisNexis. He is passionate about the education, transformation and professionalism of the financial planning industry. He has been a guest speaker at numerous events. Paul is also the founder of The Assembly Improv South Africa which provides facilitation in long-form improvisational comedy, team building and applied improv for developing financial planners’ communication skills. He is a Fellow of the South African Institute of Financial Markets and serves as a Governor on the SAIFM board.