candidates with a CFP. Have completed relevant class of business and product specific training. FAIS compliant include specialist areas such as Estate Planning and Business Assurance. Implement the agreed solution for clients requirements. Review clients cover according to internal business procedures, or if client circumstances change
candidates with a CFP. Have completed relevant class of business and product specific training. FAIS compliant include specialist areas such as Estate Planning and Business Assurance. Implement the agreed solution for clients requirements. Review clients cover according to internal business procedures, or if client circumstances change