training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to
training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to
information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial
information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial