Financial Life Planning Session

R 1,200.00

1. Certified Financial Planner with the Financial Planning Institute – Core competencies are Investment Planning, Business Sustainability and Continuity Planning and Estate Planning

2. RE1 and RE5 accredited with the Financial Sector Conduct Authority

3. Level 2 Candidate with the Certified Financial Analyst Board

4. B.Bus Sci with the University of Cape Town majoring in Finance

5. Worked for Bloomberg, a leading financial News, data and analytics company in various roles over 4.5 years and this increased my understanding of stocks, syndicated loans, ETFs and mutual funds

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1. Certified Financial Planner with the Financial Planning Institute – Core competencies are Investment Planning, Business Sustainability and Continuity Planning and Estate Planning

2. RE1 and RE5 accredited with the Financial Sector Conduct Authority

3. Level 2 Candidate with the Certified Financial Analyst Board

4. B.Bus Sci with the University of Cape Town majoring in Finance

5. Worked for Bloomberg, a leading financial News, data and analytics company in various roles over 4.5 years and this increased my understanding of stocks, syndicated loans, ETFs and mutual funds

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