strategies, retirement planning, and estate planning Educate clients on insurance policies, investment options
strategies, retirement planning, and estate planning Educate clients on insurance policies, investment options
entrepreneurs by granting microloans, providing financial education, and fostering community development. Develop
entrepreneurs by granting microloans, providing financial education, and fostering community development. Develop
updated pricing data available at all times and to facilitate correct pricing structure at point of sale Identify
funds required to provide students grants for education. Organize seminars on financial planning topics
funds required to provide students grants for education. Organize seminars on financial planning topics
Development: – Develop and deliver training programs to educate staff on financial processes, systems, and best