Discovery Smart Advice and other tools proficient RE5 Class of business CFP / Full industry related qualification
recognized by the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are
role CISI level two or equivalent qualification (RE5 being the South African equivalent) Financial planning
role CISI level two or equivalent qualification (RE5 being the South African equivalent) Financial planning
and procedures. While not mandatory, possessing an RE5 qualification would be advantageous, demonstrating
procedures.
and procedures. While not mandatory, possessing an RE5 qualification would be advantageous, demonstrating
to the relevant new business client. Requirements Re5 – minimum requirement Degree or diploma within the
certificate (not negotiable)