a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need at least 3 years of
Investment
Finance or Investment CFA (any level or all three), CFP, CIPM or equivalent investment background Apply now
advanced degree or relevant certifications (e.g., CFA, CFP) are a plus.
advanced degree or relevant certifications (e.g., CFA, CFP) are a plus.
a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need at least 3 years of
(Essential); 120 FAIS (NQF6) in
Wealth management/ CFP/ equivalent (Advantageous);
part of a team Professional certifications such as CFP or CFA are preferred but not required If you meet
Post Graduate Degree in Financial Planning with CFP status.
Experience:
part of a team Professional certifications such as CFP or CFA are preferred but not required If you meet