2024 PGDFP Open for Registration!
PostGraduate Diploma in Financial Planning (PGDFP) Preparation
2024
The Postgraduate Diploma in Financial Planning (PGDFP) will enable graduates to provide financial planning services to a wide range of individual and corporate clients. The qualification is also suitable for a wide range of non-client-facing careers in financial services and elsewhere, e.g. legal advisers, corporate benefits consultants, managers, actuaries, lawyers, and accountants who are interested in personal and corporate financial planning.
Our efficient and effective online 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.
*All materials will be available for the current tax year*
Lightbulb Learning and Training is an independent learning institution and is not affiliated with the University of the Free State or the Financial Planning Institute.
Option 1
Included in this preparation course:
R14 499 per delegate
Option 2
Online Modules/Lectures can be purchased separately - Rabc per module/lecture
-
Financial calculations
-
Personal Income Tax
-
Company Income Tax
Taxation of business entities
Enroll -
Capital gains tax
-
Donations tax
-
Transfer duty
-
DWT & STT
-
Tax on lump sums
-
Financial statements and business valuation
-
Law of Business entities
Option 2
Online Modules/Lectures can be purchased separately - R499 per module/lecture
-
Financial calculations
-
Personal Income Tax
-
Company Income Tax
Taxation of business entities
Enroll -
Capital gains tax
-
Donations tax
-
Transfer duty
-
DWT & STT
-
Tax on lump sums
-
Financial statements and business valuation
-
Law of Business entities
PGDFP Exam Preparation(Mock Exams)
Live mock exam seminars in August 2023
Financial Planning Environment
Personal Financial Planning
Corporate Financial Planning
Case Study
Option 1
Includes all 4 subjects -
- Financial Planning Environment
- Personal Financial Planning
- Corporate Financial Planning
- Case Study
R3800 per delegate
Option 2
Each Mock Exam can also be purchased separately - R950 per Mock exam
Financial Planning Environment
PGDFP – Post graduate diploma in financial planning – Exam Preparation –Financial Planning Environment Mock Exam 2023
Personal Financial Planning
PGDFP – Post graduate diploma in financial planning – Exam Preparation –Personal Financial Planning Mock Exam 2023
Corporate Financial Planning
PGDFP – Post graduate diploma in financial planning – Exam Preparation –Corporate Financial Planning Mock Exam 2023
Case
Study
PGDFP – Post graduate diploma in financial planning – Exam Preparation –Financial Planning Case Study Mock Exam 2023
Seminars for Lightbulb students for final exam prep (all on ZOOM)
Exam Guideline Seminars - to be announced
These will go through the exam guidelines as issued by the UFS
Exam Guideline Seminar – LFPE
Exam Guideline Seminar – LFPP
Exam Guideline Seminar – LFPC
Exam Guideline Seminar – LFPS
Mock Exams
These will cover some questions and answers related to the exam guidelines. These will be different questions than the online mock exam. The final updated mock exams will become available by mid August.
LFPE Mock Exam Seminar –
LFPC Mock Exam Seminar –
LFPP Mock Exam Seminar –
LFPS Mock Exam Seminar –
Revision and Q&A sessions
These are for any revision topics or questions – this is not a prepared seminar, so you need to come with your own topics to be discussed