financial plan and review financial plans regularly. Educate clients in areas such as budgeting, credit and management, insurance, saving and investing, education planning and retirement planning. Customize financial
wellness coach, helping them improve their lives by educating and empowering them to reach their financial goals meetings that provide feedback and continued education opportunities Build and manage your professional
confidentiality and integrity. Required Qualifications: Education: Bachelor's degree in Finance, Business, Insurance
confidentiality and integrity. Required Qualifications: Education: Bachelor's degree in Finance, Business, Insurance
Durban area Preferred Qualifications Tertiary education (preferred but not required) Ideal Attributes
Durban area Preferred Qualifications Tertiary education (preferred but not required) Ideal Attributes
(both verbal and written). MINIMUM REQUIREMENTS: Educational: Matric / Grade 12 Degree in Finance / Management
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
objectives. 4. Compliance and Regulatory Training: Educate collections staff on relevant laws, regulations