The driving force behind Synergia Learning is Carmen Venter, who for a quarter of a century has been a financial planner and also an educator on a wide variety of programmes in the financial planning and fiduciary services environment.

Carmen’s passion for adding value for her clients by attaining the required level of knowledge has led to her main mission in life: ensuring that all role players across the financial planning industry have this knowledge.

As the list below makes clear, Carmen’s vast experience as an instructor is matched and supported by a wealth of professional expertise and an impressive collection of academic achievements.

• Experience as an instructor:
  • External lecturer on the income tax and integrated modules of the B.Com. Hons in Financial Planning at the University of Johannesburg
  • Lecturer on the B.Com. Hons in Tax in Deceased and Insolvent Estates at the University of Pretoria
  • Tutor on the Advanced Diploma in Deceased Estates and Trusts at the University of Free State
  • Facilitator of workshops for financial planners studying towards their Postgrad in Financial Planning
  • Facilitator of courses for those who aspire to the CFP® designation
• Commercial qualifications:
  • Certified Financial Planner® Professional and member of the Financial Planning Institute of Southern Africa (CFP®) for 14 years
  • Fiduciary Specialist of Southern Africa and FPSA® member for 7 years
  • Chairperson for the FPSA®, Kwa-Zulu Natal
• Educational achievements:
  • Postgraduate Diploma in Tax Management cum laude
  • Postgraduate Diploma in Financial Planning
  • HDIP Tax
  • Certificate in Administration of Deceased Estate cum laude