Certified Financial Planner® PCE Prep Course

"Carmen's lectures are amazing and her format is exceptional, ensuring that even people like me who already work 18 hours a day with very little time to commit to studies, can pass."

"THANK YOU for the brilliant two days that we spent with you. It was informative, well presented, and knowledgeable. Your passionate and caring nature speaks for itself."

If you have obtained your NQF8 in financial planning, accumulated the necessary three years of experience, and committed to the ethics code, you are just one step away from achieving the coveted CFP® designation. Now, you just need to pass the Financial Planning Institute's PCE board exam. However, this is a famously difficult exam to pass, and so Synergia Learning's Certified Financial Planner® course offerings are carefully designed to help you do just that. 

Because Synergia Learning is passionate about education, its PCE prep offerings focus not only on the exam content, but also on how it is applied in context. This achieves the twin objectives of preparing you well for the exam, and also enhancing your professional practice.

Exam structure

The PCE exam consists of two three-hour case studies, written on separate days. One is an investment planning case study, and the other is an estate planning case study. The FPI permits candidates who have passed one case study but failed the other to re-write just the case study they failed. Synergia Learning therefore offers prep courses for the two case studies separately, so that people who need to write just one have the option to prepare for that one only.

Course structure

For each case study, Synergia Learning offers an online course which is a blend of live sessions and other learning resources that are always available for you to work through in your own time. The CFP® study materials are available for about two months prior to each set of exams. The resources include:

• Four live virtual sessions with Carmen Venter (dates indicated below)
• Online content and video lessons on key examinable topics, including updated legislation, time value of money, estate duty calculations, investment products, taxation, retirement planning, etc.
• Video lesson about mastering exam skills and approach, including how to interpret the given facts, how to understand the question, and how to apply your solution to the client in the scenario, as well as proven psychological strategies to face the exam with confidence.
• Eight past CFP® PCE exam case studies with CFP® practice questions and suggested solutions, including recorded discussions
• Minimum of six additional case studies developed by Synergia Learning, with suggested solutions for self-assessment
• Two online practice assessments containing mini case studies, in MCQ quiz format

In addition to the live virtual sessions, this is a minimum of 30 hours of content per case study, accessed via a world-class learning management system (LMS).

Live session dates

Synergia Learning provides a set of live sessions to prepare for the PCE exam. Each session takes place on Zoom, 18h00-21h00. The dates for the live sessions are available below.

Live sessions cover both case studies, so even if you're just re-writing one case study, you should plan to attend every live session.

Fees

If you are preparing for the PCE exam at a specific date, pricing is as follows (VAT not applicable):

There are also two further options:

• For students on a tight budget, you can just attend the live sessions before an exam, at a cost of R400 (VAT not applicable).
• If you would like full access to all material and all live sessions until the very last PC exam in 2024, the cost is R8,000 (VAT not applicable).

To enquire about either of these further options, please use the 'Ask a question' button at the top of the page.