Planning/Wealth Management experience Bachelor's degree CFP advantageous RE 5
Planning/Wealth Management experience Bachelor's degree CFP advantageous RE 5
Flows, Post graduate Diploma in Financial Planning - CFP Relevant B Com degree or CA or LLB Regulatory exam
Flows, Post graduate Diploma in Financial Planning - CFP Relevant B Com degree or CA or LLB Regulatory exam
FAIS Compliant with RE5 completed.
CFP will be advantageous.
Proven track record in
and other tools proficient RE5 Class of business CFP / Full industry related qualification Reliable vehicle
and other tools proficient RE5 Class of business CFP / Full industry related qualification Reliable vehicle
BBusSci or related degree Studying towards CFA / CFP FAIS Compliant. Some experience dealing with HNW
BBusSci or related degree Studying towards CFA / CFP FAIS Compliant. Some experience dealing with HNW