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Time-efficient & complete study guides
Designed by
content experts
Easy to use & all-in-one convenience
Secure payment & instant download
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Welcome
Welcome to Colligo™, your digital CFP® exam preparation library with comprehensive and expertly-crafted study materials, tailored specifically to propel you through your CFP® examinations.
Transform your understanding of all seven components of financial planning with our visually designed mind maps, study notes and templates.
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What is Colligo™ Notes?
Colligo™ is a South African-based digital financial planning library focused on delivering professional and unique academic study materials for your CFP® examinations.
Our study materials cover all seven components of financial planning in compelling ways. Benefit from beautifully designed mind maps, informative summaries, templates, worksheets and other engaging study aids.
We’re here to walk with you every step of the way! Learn more about our study materials and purchase our resources online for instant download. You can also contact us to get answers to any queries.
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How do our digital study materials prepare you for your CFP® qualification exam?
Our study materials, designed by qualified experts, help you prepare confidently for your CFP® board exam. We help you save time, improve concentration, and recall with precisely organised study materials that guide you through each financial planning topic examined in your CFP® exam.
Colligo™ study materials for CFP® exams offer clear benefits:
Our study materials are an all-in-one digital solution to help you pass the CFP® board exams in South Africa. Covering all 7 financial planning components, Colligo™‘s library is here to support you every step of the way.
Explore the benefits, and the types of study materials included.
Clear Direction
Let us help you cut out the guesswork. Know exactly where to begin and what to study.
Convenience
Access a complete financial planning library containing all study and review materials based on all seven financial planning components.
Qualified Support
Content experts provide the guidance and support you need to pass your exam.
Reduce stress & feel exam-ready
Use our easy-to-follow prep materials to reduce stress and improve your confidence around all areas within your CFP® board exam.
Time-efficient
Readily accessible digital (and print-ready) materials that slot into each study session seamlessly.
Intuitive study techniques
Study materials designed for the way your brain works. No extra time spent on searching for study strategies & summaries.
A variety of study materials designed with visual learning in mind.
Studies indicate that 90% of the information submitted to the brain is visual, and we process visuals 600 times faster than text.
Our study materials are ideal for visual learners and designed by qualified experts.
Beautifully designed mindmaps, clear summary notes, templates, worksheets and case studies allow you to absorb information easily and improve attention, recall, reasoning, critical thinking, problem solving and other key cognitive functions.
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CFP® Mindmaps
Get the complete picture. Beautifully designed mindmaps break down complex topics into intuitive, engaging resources.
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CFP® Summaries & Notes
Feel fully prepared for each financial planning component with detailed summary notes to guide your study sessions.
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CFP® Case studies, templates and worksheets
Make sure there are no surprises. Work through templates, worksheets and case studies you’ll encounter during your CFP® exam.
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Who can benefit from our CFP®
exam study notes?
Our informative and engaging mindmaps, templates, worksheets and other study aids are suitable for:
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Aspiring
CFP® Professionals
Are you preparing for your Professional Competency Examination (PCE) to become a Certified Financial Planner (CFP®)?
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Postgraduate Financial Planning Students
Have you completed an undergraduate degree and are pursuing further study in the field of finanical planning?
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BCom Financial Planning Students
Are you studying for your Bachelor of Commerce (BCom) in Financial Planning to prepare for a career in the financial services industry?
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Explore CFP® study materials for the 7 financial planning components
Make passing your CFP® board exam easier with convenient and comprehensive study materials. Designed by content experts, our study materials help you improve your knowledge base and confidence around key financial planning components.
Each financial planning component can be purchased individually, or all seven can be purchased as a complete collection. Each component includes a variety of study materials to help you prepare for your assessments.
Find the financial planning components covered below and learn more.
1. Financial Management
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Financial Management - understanding the current position of an individual's or a business's assets is an essential step before setting out for any destination.
Help individuals and businesses to understand their current financial position, set clear objectives for the future, efficiently manage financial resources, and utilise tools and techniques to chart a course toward financial stability and growth.
3. Retirement Planning
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Retirement Planning - A specific area of focus that delves into the various aspects of planning for retirement.
By completing this financial planning component, you will acquire the knowledge and skills necessary to guide individuals and families in making informed decisions about their retirement finances, helping them achieve their retirement goals and maintain financial security throughout their golden years.
5. Estate Planning
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2. Investment Planning
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Investment Planning - Analyse asset classes, risks, and complexities. Determine tax implications for investments, and align investment strategies with goals and objectives.
Help your clients set clear and measurable goals and design an efficient investment strategy that helps clients achieve key objectives.
4. Tax Planning
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Tax Planning - Gain a thorough understanding of how to arrange an individual or business’ financial and economic affairs concerning taxation.
Tax planning takes into account all legitimate tax benefits, including deductions, exemptions, allowances and rebates, as well as laws and regulations to ensure compliance and reduce liability.
6. Risk Management
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Risk Management - Identify, assess and control factors that may affect capital, earnings or savings. Risks come in many forms, from legal liabilities, natural disasters and accidents, to financial uncertainty, and management errors.
Understand how to evaluate risk tolerance and develop strategies for reducing risk to align with your client’s financial objectives and to minimize or prevent short term or long term financial losses.
7. Ethics, Standards & Law
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Ethics, Standards & Law - Understand the code of ethics, standards and laws that financial planners must adhere to in order to achieve their certification and maintain it.
Build your knowledge of all applicable ethics and legal standards that govern the actions of financial planners and the professional advice they can provide. Learn how financial planners can ensure they always act in their client’s best interests while providing a clear understanding of their advice to their clients.
VISIONARIES AT WORK
Colligo™ Notes was created with one clear goal in mind: to empower aspiring financial professionals by providing them with high-quality, accessible study resources. We understand that preparing for exams like the CFP® can be challenging, and we’re here to make that journey smoother.
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Melissa
Founder & Chief Visionary
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Philly
Director of Sales & Marketing
Melissa – Founder & Chief Visionary
With a passion for financial education and years of experience in the industry, Melissa founded Colligo™ Notes to bridge the gap for students preparing for their CFP® exams. Her commitment to creating accessible, high-quality study materials is the heartbeat of the company. Melissa leads the charge with a clear vision and relentless dedication to making financial knowledge approachable and engaging.
Philly – Director of Sales & Marketing
Philly is the driving force behind Colligo™ Notes' outreach and growth. As our Sales and Marketing Director, she ensures that our message reaches students, professionals, and institutions alike. With her strategic mindset and creative flair, Philly crafts compelling campaigns that help Colligo™ Notes connect with an ever-growing community of learners.
Join our community of students and professionals who use Colligo™.
Subscribe to the Colligo™ Notes mail list.
Get ready for a rollercoaster ride of fun, insights and surprises!
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Frequently asked questions about Certified Financial Planners (CFP®)
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What is a certified financial planner (CFP®)?A certified financial planner designation is a professional certification for financial planners that indicates expertise in financial management, tax planning, insurance, risk planning, estate planning and retirement planning. CFP®'s also need to understand and adhere to a strict code of ethics, standards of practice and relevant laws in areas of financial planning.