Post Graduate Degree in Financial Planning with CFP status RE5 Experience: Min of 5 years' experience
BComm Degree CFP RE1 and RE5 10 - 15 years experience in the Compliance Space Extensive knowledge of
BComm Degree CFP RE1 and RE5 10 - 15 years experience in the Compliance Space Extensive knowledge of
Honours in Investment Management • Working towards CFP would be beneficial. • No work experience is required
Honours in Investment Management • Working towards CFP would be beneficial. • No work experience is required
postgraduate qualification (or studying towards) such as CFP or CFA advantageous. 2-3 years of relevant experience
postgraduate qualification (or studying towards) such as CFP or CFA advantageous. 2-3 years of relevant experience
Planning/Wealth Management experience Bachelor's degree CFP advantageous RE 5
Planning/Wealth Management experience Bachelor's degree CFP advantageous RE 5
FAIS Compliant with RE5 completed.
CFP will be advantageous.
Proven track record in