Flows, Post graduate Diploma in Financial Planning - CFP Relevant B Com degree or CA or LLB Regulatory exam
FAIS Compliant with RE5 completed.
CFP will be advantageous.
Proven track record in
and other tools proficient RE5 Class of business CFP / Full industry related qualification Reliable vehicle
and other tools proficient RE5 Class of business CFP / Full industry related qualification Reliable vehicle
BBusSci or related degree Studying towards CFA / CFP FAIS Compliant. Some experience dealing with HNW
BBusSci or related degree Studying towards CFA / CFP FAIS Compliant. Some experience dealing with HNW
academy - continuous training (Wealth Management up to CFP, subject to qualifying criteria) Back Office and
related field. Professional certifications like CFP are highly advantageous.
Certification as a Certified Financial Planner (CFP) or working towards obtaining this certification