a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need at least 3 years of
Investment
Investment
advanced degree or relevant certifications (e.g., CFA, CFP) are a plus.
Finance or Investment CFA (any level or all three), CFP, CIPM or equivalent investment background 5 years
Finance or Investment CFA (any level or all three), CFP, CIPM or equivalent investment background 5 years
a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need at least 3 years of
financial planning principles and investment strategies CFP or diploma in Financial Planning advantageous Strong
financial planning principles and investment strategies CFP or diploma in Financial Planning advantageous Strong
Financial Advisor. Certified Financial Planner (CFP) designation is mandatory. Native English speaker