Certified Financial Planner® PCE Prep Course

Duration: 30+ hours

Delivery: Online

Cost: R2,400 for one exam; R4,300 for both (VAT not applicable). Best price guaranteed

“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.”

~Kobus Kleyn

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If you have obtained your NQF8 in financial planning and have three years of experience, you are just one step away from achieving the CFP® designation. To reach this goal, you need to pass the Financial Planning Institute’s PCE board exam. However, this exam is notoriously difficult. Therefore, Synergia Learning’s Certified Financial Planner® course offerings are designed to help you succeed.

Given that Synergia Learning is passionate about education, its PCE prep offerings focus not only on the exam content but also on its practical application. This approach achieves two objectives: preparing you thoroughly for the exam and enhancing your professional practice.

Exam structure

The PCE exam consists of two three-hour case studies, written on separate days. One case study focuses on investment planning, while the other centres on estate planning. The FPI allows candidates who pass one case study to re-write only the failed one. Therefore, Synergia Learning offers prep courses for each case study separately. This allows you to prepare specifically for the one you need.

Course structure

For each case study, Synergia Learning provides an online course that blends live sessions with other learning resources. You can access these resources at your convenience. The CFP® study materials are available for about two months before each exam. These resources include:

Four live virtual sessions with Carmen Venter (dates indicated below)
Online content and video lessons cover key examinable topics. These topics include updated legislation, time value of money, estate duty calculations, investment products, taxation, and retirement planning.
A video lesson focuses on mastering exam skills and approaches. This lesson covers how to interpret the given facts, understand the questions, and apply your solutions to client scenarios. Additionally, it includes proven psychological strategies to help you face the exam with confidence.
Eight past CFP® PCE exam case studies are available. These include CFP® practice questions and suggested solutions, along with recorded discussions.
You will also receive a minimum of six additional case studies developed by Synergia Learning, complete with suggested solutions for self-assessment.
Two online practice assessments featuring mini case studies in multiple-choice 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 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.

Fees

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

One case study	Both case studies
R2,400	R4,300

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.

Click "Ask a question" on the menu to get more info about this course

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“Carmen’s lectures are amazing and her format is exceptional, ensuring that even people like me who already work 18 hours a day and who have very little time to commit to studies, can actually pass. Her absolute commitment to her students and the financial industry is commendable and there is no doubt that she goes way beyond the call of duty at all times, managing to make every lecture interesting, and definitely adding value to our general knowledge as financial advisors.”

~Kobus Kleyn

“Carmen, THANK YOU for the brilliant two days that we spent with you. It was informative, well presented, knowledgeable, and we all now feel more confident about the topics discussed. Your passionate and caring nature speaks for itself.”

~Seema Moodley

“I would really like to thank Carmen and her team for all her hard work, excellence and the way they were always prepared to go the extra mile for me to ensure that I understand and in the end playing a huge role in ensuring that I passed! They play a huge role in helping us as financial advisors to improve our skills and knowledge to ensure that we can be better advisors.”

~Anton Rogers

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