Why Study Online
People expect to be bored by e-Learning—let us show you it does not have to be like that
OUR LECTURES
PGDFP
Info
Post graduate diploma in financial planning (PGDFP)
Our efficient and effective 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. You will also become part of a stimulating learning environment and have meaningful interaction and networking with like-minded highly motivated fellow students.
*All materials will be available for the current tax year*
-
Quantitative methods 1:
Time value of money and discounted cash flows
-
Quantitative methods 2:
Needs analysis calculations
-
Tax 1:
Income Tax
-
Tax 2:
Capital Gains Tax
-
Tax 3:
Donations Tax, Transfer Duty and Taxation of Lump Sum Benefits
-
Estate Planning:
Marriage & Matrimonial Property and Family Law
-
Estate Planning:
The Law of Succession and Limited Rights
-
Estate Planning:
Estate Duty
-
Estate Planning:
Business Insurance
COMING SOON -
Estate Planning:
Trust law and Taxation
COMING SOON
-
Estate Planning:
Estate planning
COMING SOON -
Retirement Planning:
Law of retirement funds
COMING SOON -
Retirement Planning:
Retirement planning
COMING SOON -
Investment Planning:
Risk & return calculations
COMING SOON -
Investment Planning:
Money markets and bonds
COMING SOON -
Investment Planning:
Equities and Derivatives
COMING SOON -
Investment Planning:
Portfolio management
COMING SOON -
Investment Planning:
Investment Planning Process and Investment Vehicles
COMING SOON -
Insurance Law
COMING SOON -
Healthcare
COMING SOON -
Business Entities: Law and Taxation
COMING SOON
-
Business Valuation & Financial Statements
COMING SOON -
Compliance:
Compliance & Ethics 1
COMING SOON -
Compliance:
Compliance & Ethics 2
COMING SOON -
Case study 1:
Technique and Application
COMING SOON -
Case study 2:
Case studies
COMING SOON -
Mock Exam
Financial Planning Environment
COMING SOON -
Mock Exam
Corporate Financial Planning
COMING SOON -
Mock Exam
Personal Financial Planning
COMING SOON -
Mock Exam
Case Study
COMING SOON
+
Financial Planning Environment
Post graduate diploma in financial planning Preparation (PGDFP )
-
Quantitative methods 1:
Time value of money and discounted cash flows
-
Quantitative methods 2:
Needs analysis calculations
-
Tax 1:
Income Tax
-
Tax 2:
Capital Gains Tax
-
Tax 3:
Donations Tax, Transfer Duty and Taxation of Lump Sum Benefits
-
Estate Planning:
Marriage & Matrimonial Property and Family Law
-
Estate Planning:
The Law of Succession and Limited Rights
-
Estate Planning:
Estate Duty
-
Estate Planning:
Trust law and Taxation
-
Compliance:
Compliance & Ethics 1
-
Compliance:
Compliance & Ethics 2
Corporate Financial Planning
Post graduate diploma in financial planning Preparation (PGDFP)
-
Estate Planning:
Business Insurance
-
Retirement Planning:
Law of retirement funds
-
Retirement Planning:
Retirement planning
-
Healthcare
-
Business Entities: Law and Taxation
-
Business Valuation & Financial Statements
Personal Financial Planning
Post graduate diploma in financial planning Preparation (PGDFP)
-
Quantitative methods 1:
Time value of money and discounted cash flows
-
Quantitative methods 2:
Needs analysis calculations
-
Tax 2:
Capital Gains Tax
-
Tax 3:
Donations Tax, Transfer Duty and Taxation of Lump Sum Benefits
-
Estate Planning:
Marriage & Matrimonial Property and Family Law
-
Estate Planning:
The Law of Succession and Limited Rights
-
Estate Planning:
Estate Duty
-
Estate Planning:
Trust law and Taxation
-
Estate Planning:
Estate planning
-
Retirement Planning:
Law of retirement funds
-
Retirement Planning:
Retirement planning
-
Investment Planning:
Risk & return calculations
-
Investment Planning:
Money markets and bonds
-
Investment Planning:
Equities and Derivatives
-
Investment Planning:
Portfolio management
-
Investment Planning:
Investment Planning Process and Investment Vehicles
-
Insurance Law
Financial Planning Case Study
Post graduate diploma in financial planning Preparation (PGDFP)
-
Quantitative methods 1:
Time value of money and discounted cash flows
-
Quantitative methods 2:
Needs analysis calculations
-
Tax 1:
Income Tax
-
Tax 2:
Capital Gains Tax
-
Tax 3:
Donations Tax, Transfer Duty and Taxation of Lump Sum Benefits
-
Estate Planning:
Marriage & Matrimonial Property and Family Law
-
Estate Planning:
The Law of Succession and Limited Rights
-
Estate Planning:
Estate Duty
-
Estate Planning:
Business Insurance
-
Estate Planning:
Trust law and Taxation
-
Estate Planning:
Estate planning
-
Retirement Planning:
Law of retirement funds
-
Retirement Planning:
Retirement planning
-
Investment Planning:
Risk & return calculations
-
Investment Planning:
Money markets and bonds
-
Investment Planning:
Equities and Derivatives
-
Investment Planning:
Portfolio management
-
Investment Planning:
Investment Planning Process and Investment Vehicles
-
Insurance Law
-
Case study 1:
Technique and Application
-
Case study 2:
Case studies
Post graduate diploma in financial planning (PGDFP) *All materials will be available for the current tax year*
Select Modules :
-
Quantitative methods 1:
Time value of money and discounted cash flows
Enroll -
Quantitative methods 2:
Needs analysis calculations
Enroll -
Tax 1:
Income Tax
Enroll -
Tax 2:
Capital Gains Tax
Enroll -
Tax 3:
Donations Tax, Transfer Duty and Taxation of Lump Sum Benefits
Enroll -
Estate Planning:
Marriage & Matrimonial Property and Family Law
Enroll -
Estate Planning:
The Law of Succession and Limited Rights
Enroll -
Estate Planning:
Estate Duty
Enroll -
Estate Planning:
Business Insurance
Enroll
-
Estate Planning:
Trust law and Taxation
Enroll -
Estate Planning:
Estate planning
Enroll -
Retirement Planning:
Law of retirement funds
Enroll -
Retirement Planning:
Retirement planning
Enroll -
Investment Planning:
Risk & return calculations
Enroll -
Investment Planning:
Money markets and bonds
Enroll -
Investment Planning:
Equities and Derivatives
Enroll -
Investment Planning:
Portfolio management
Enroll -
Investment Planning:
Investment Planning Process and Investment Vehicles
Enroll
Post graduate diploma in financial planning (PGDFP)
Our efficient and effective 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. You will also become part of a stimulating learning environment and have meaningful interaction and networking with like-minded highly motivated fellow students.
*All materials will be available for the current tax year*
PGDFP Exam Preparation - Available in 2021
- Financial Planning Environment:
Online Mocks available
- Personal Financial Planning:
Online Mocks available
- Corporate Financial Planning:
Online Mocks available
- Case Study:
Online Mocks available
-
Complete 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 memorandum to all questions will be available online after completing the Mock Exam.
-
In our live online sesion we will go through Mock exam 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 each question.
-
You will be graded to assess your assimilation and expression of your knowledge in an exam environment.
-
All materials will be available for the current tax year
-
Seminars run by: Paul R, AIF®, CFP®, CIPM, FIFM, FPSA®, GFS™, M.Inst.D, RF™
PCE - CFP® Professional competency examination 2020 - NEW March PCE lectures AVAILABLE Early 2021 - please enquire at support@lightbulblearning.co.za
2020 ONLINE review session lectures!
Review session lectures to prepare candidates for the 2020 CFP® Professional Competency Exam consisting of:
- Pre-recorded online lectures on the special consideration guidelines and calculations.
- PLUS some extra lecture topics of relevance
- Pdf lecture notes
- Live questions and answer session to assist students with any questions they might have.
- All materials will be available until after the exam
.
FAIS - Coming Soon ....
Regulatory Training for Representatives RE5
The FAIS Act and its subordinate legislation prescribe several requirements that individuals who provide financial advice/services on behalf of a financial services provider must meet. One of these requirements is that all, representatives must pass the industry’s Regulatory Examinations
Regulatory Training for Key Individuals RE1
The FAIS Act and its subordinate legislation prescribe several requirements that individuals who provide financial advice/services on behalf of a financial services provider must meet. One of these requirements is that all key individuals must pass the industry’s Regulatory Examinations
Ethics - Coming Soon
This seminar will discuss the ethical considerations a financial professional must know when dealing with clients. We will discuss the types of ethical dilemmas, scenarios which put our ethics to the test and discuss professional codes of conduct.
Debarment Seminar - Coming Soon
This seminar will discuss the proper debarment provisions to follow by FPSs, from small to large. It will discuss the reasons, procedures and recourses on debarment for representatives. this seminar is a must for Representatives, Key Individuals and Compliance Officers.
Investment Policy Statements - Coming Soon
This seminar will discuss in detail investment planning process. The detailed procedures that form part of the process will then be documented in a Investment Policy Statement. This seminar will show you how to construct your own IPS to use with your clients.
Advanced Financial Calculations - Coming Soon
This seminar will go through every financial calculation you will need as a financial planner, from education, retirement to investment calculations!
Continuous Professional Development – CPD - Coming Soon
Topical seminars that give you ongoing professional learning to meet all your professional body needs.
Hear what our previous students have to say!
Have Any Questions ?
Let us help you get qualified today. We can provide training for professional individuals at all levels.