a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need at least 3 years of
(required) Professional certification such as CFA or CFP preferred
(required) Professional certification such as CFA or CFP preferred
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
purposes. Preference will be given to candidates with a CFP. Have completed relevant class of business and product
purposes. Preference will be given to candidates with a CFP. Have completed relevant class of business and product
advanced degree or relevant certifications (e.g., CFA, CFP) are a plus. Minimum of 5 years of experience in
advanced degree or relevant certifications (e.g., CFA, CFP) are a plus. Minimum of 5 years of experience in