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:

  • Pre-recorded online lectures on how to approach the PCE and the knowledge domains.
  • 12 full case studies to work through and practice questions
  • Live zoom seminar to assist students with any questions.

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 :

  • 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

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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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  • PCE: Insurance Law

  • PCE: Healthcare

  • PCE: Business Entities:

    Law and Taxation

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  • PCE: Business Valuation & Financial Statements

  • PCE: Compliance:

    Compliance & Ethics 

    Enroll