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The FPI Certified Financial Planner® Capstone Course is a new 8-week program culminating in the submission of a fully comprehensive financial plan. There are two pathways towards the course:
The course options below depend on which pathway you take.
Increase your chance of passing first time round with the Legacy Pathway Online Assessment, which:
Three workshops are hosted throughout the year to support candidates who have registered with FPI to complete the Capstone direct pathway.
You will receive access to:
Synergia Learning offers a series of live sessions to prepare you for the PCE exam. Each session takes place on Zoom from 18:00 to 21:00. Importantly, the live sessions cover both case studies. Thus, even if you are only re-writing one, you should attend all sessions.
To enquire about either of these further options, please use the ‘Ask a question’ button at the bottom of the page.
Delivery: Online
Duration: 75 days access
Cost: R1,100 (VAT not applicable). Best price guaranteed
Delivery: Online
Duration: Minimum 30 hours of content
Start date: 1 January 2025
End date: 4 April 2025
Cost: R4,200 (VAT not applicable). Best price guaranteed
Delivery: Online
Duration: Minimum 30 hours of content
Start date: 5 April 2025
End date: 11 July 2025
Cost: R4,200 (VAT not applicable). Best price guaranteed
Delivery: Online
Duration: Minimum 30 hours of content
Start date: 12 July 2025
End date: 3 October 2025
Cost: R4,200 (VAT not applicable). Best price guaranteed
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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.