CFP® Professional Competency Examination (PCE) 2024
Paul Rabenowitz will guide you with our review session and lectures to prepare candidates for the 2024 CFP® Professional Competency Exam consisting of:
PCE 2024
Cost : R3 999
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.
DISCLAIMER: Lightbulb Learning and Training is not affiliated with the Financial Planning Institute.
DISCOUNTED MODULES TO ASSIST IN YOUR PREPARATION (ONLY FOR STUDENTS WHO PURCHASE THE FULL PCE PACKAGE)
Select Modules :
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PCE: Quantitative methods 1:
Time value of money and discounted cash flow
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PCE: Quantitative methods 2:
Needs analysis calculations
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PCE: Tax 1:
Income Tax
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PCE: Tax 2:
Capital Gains Tax
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PCE: Tax 3:
Donations Tax, Transfer Duty and Taxation of Lump Sum Benefits
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PCE: Estate Planning:
Marriage & Matrimonial Property and Family Law
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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
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PCE: Investment Planning:
Portfolio management
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