in the finance industry. Provide holistic financial planning advice to private and business clients by provide them with financial planning advice and solutions • Provide on-going financial planning advice to “retained”
opportunity to study a National Diploma in Financial Planning Flexibility of managing your own business
areas of their financial life including retirement, tax, legacy, and business planning Provide sound, during every interaction Construct personalised financial plans that aims to achieve the financial goals of risk tolerance, or other elements to build a financial plan; and implement the necessary steps for creating
investments and retirement products) Customize financial plans according to clients changing needs Present
investments and retirement products) Customize financial plans according to clients changing needs Present