Synergia Learning offers comprehensive support for the Financial Planning Institute’s new Certified Financial Planner® Capstone Course, over and above the resources provided by the FPI.

FPI’s new course is an eight-week program that culminates in submission of a fully comprehensive financial plan, based on a case study, to the FPI for competency evaluation. There are two pathways towards completing the Capstone Course:

• Legacy CFP® Pathway. If you have completed a Postgraduate Diploma (or relevant qualification) in 2023 or before, you are required first to complete an online multiple-choice assessment with the FPI. Then, after successful completion, you can take the Capstone Course.
• Direct CFP® Pathway. If you have completed a Postgraduate Diploma (or relevant qualification) in 2024 onwards, you can immediately take the Capstone Course. You are not required to complete the multiple-choice assessment.

Whichever Pathway is for you, Synergia Learning can provide you with full support.

Course options

Multiple-choice preparation

To help you prepare for the multiple-choice assessment taken by those on the Legacy Pathway, Synergia Learning offers:

• Mock questions. More than 750 suitable mock online questions, with a memorandum explaining how to solve them
• Pre-recorded content covering what you need to know, including technical subjects, updated legislation, court cases, and practical examples. For engaging fully with the content, you will also receive 31 verifiable CPD credits, approved by FPI (category: Technical, ref no. FPI250211126).

You can choose either the first option, or both.

Capstone course support

Whether you’re on the Legacy or Direct Pathway, you’ll take the capstone course. FPI’s support for the capstone course does not extend to technical subjects, but you do need to know technical matters in order to complete the comprehensive financial plan that will be assessed. Synergia Learning therefore focuses on essential technical topics to support you.

You will receive access to:

• Pre-recorded online content on all technical topics. For engaging fully with the content, you will receive 47.5 verifiable CPD credits, approved by FPI (category: Technical, ref no. FPI250111069). The six topics are:
  • Investment planning, products and tax
  • Retirement planning, products and lump sum taxation
  • Personal – marriage, tax, risk and financial management
  • Corporate planning
  • Trust law and tax
  • Estate planning, duty, law of succession, and Wills Act
• Six live virtual sessions. The first two sessions will discuss the relevance of legislation and case law for planning. The next four sessions provide technical guidance and clarity on producing a financial plan for the specific case study you have been given to work through. Each live session covers a range of relevant technical topics, rather than focusing on a specific topic.

If you wish only to focus on an individual technical topic, you can purchase access to pre-recorded online content on that specific topic.

Fees

• Legacy Pathway online multiple-choice assessment:
  • R1,100.00 for mock questions (and memorandum) only; or
  • R2,500.00 for mock questions (and memorandum) plus comprehensive online content
• Legacy and Direct Pathways:
  • R4,200.00 for comprehensive Capstone Workshop Support, covering all pre-recorded online topics and six virtual live sessions
  • R1,250.00 for pre-recorded online content on one specific topic. This does not include access to any live sessions.