This is financial planning so of course a completed CFP is first prize or at least studying towards your
or a related field. Certified Financial Planner (CFP) certification preferred. Strong knowledge of financial
or a related field. Certified Financial Planner (CFP) certification preferred. Strong knowledge of financial
This is financial planning so of course a completed CFP is first prize or at least studying towards your
purposes. Preference will be given to candidates with a CFP.
purposes. Preference will be given to candidates with a CFP. Have completed relevant class of business and product
related field. Professional certifications like CFP are highly advantageous. Experience: At least 5 years
related field. Professional certifications like CFP are highly advantageous. Experience: At least 5 years
purposes. Preference will be given to candidates with a CFP. Have completed relevant class of business and product
training sessions and ongoing training towards a full CFP qualification Fit & Proper Training as per Board