sting new Para-planners with pre-checking and training on Client Advice Records
Assisting new Para-planners with pre-checking and training on Client Advice Records Assisting terms of business experience (advantageous) Matric RE5 Compliance related course/qualification Computer literacy (MS Word, Excel
Assisting new Para-planners with pre-checking and training on Client Advice Records Assisting terms of business experience (advantageous) Matric RE5 Compliance related course/qualification Computer literacy (MS Word, Excel
firm
financial leadership? Are you ready to steer the course of a thriving financial services company towards
financial leadership? Are you ready to steer the course of a thriving financial services company towards
financial leadership? Are you ready to steer the course of a thriving financial services company towards
thrives under pressure and consistently stays the course. A structured learning program navigating your
findings and deficiencies identified during the course.
What you'll need This is financial planning so of course a completed CFP is first prize or at least studying