CFP® Certification Support

To become a CFP® professional, candidates must first meet one of the following educational requirements:
– Hold a Postgraduate Diploma in Financial Planning or
– Hold a Bachelor of Commerce Honours in Financial Planning or
– Have an advanced degree or professional designation as recognised by the FPI Recognition of Prior Learning (RPL) criteria.

Once the educational requirement is met, candidates may register for the assessment. This involves completing an eight-week financial plan capstone course and submitting a financial plan for competency evaluation. There are three assessment pathways, each tailored to the candidate’s schedule for completing the integrated case study provided by their education institution.

  • We offer support for financial plan development.
  • Full databse of lectures to support your prep for the MCQ assessment.
  • .

PCE 2024 

Cost : R3 999

Sign up here!

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 :

  • 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

    Enroll

  • PCE: Estate Planning:

    Estate planning

    Enroll

  • PCE: Retirement Planning:

    Law of retirement funds

    Enroll

  • PCE: Investment Planning:

    Risk & return calculations

    Enroll

  • PCE: Investment Planning:

    Money markets and bonds

    Enroll

  • PCE: Investment Planning:

    Equities and Derivatives

    Enroll

  • PCE: Investment Planning:

    Portfolio management

    Enroll

  • PCE: Insurance Law

    Enroll

  • PCE: Healthcare

    Enroll

  • PCE: Business Entities:

    Law and Taxation

    Enroll

  • PCE: Business Valuation & Financial Statements

    Enroll

  • PCE: Compliance:

    Compliance & Ethics 

    Enroll