Jackie Han, Financial Planner, Markham,
Our skills for operations, compliance & danger, capital markets & corporate finance, financial planning, Islamic finance and wealth administration will equip you with the practical knowledge you’ll want to do your job. She has over 9 years’ expertise within the monetary services industry and gives personally tailored recommendation and implementation in wealth creation, pre and publish retirement planning, Centrelink entitlements, personal insurances, taxation planning and funding planning.
Bahar enjoys taking the time to really get to know the individual in entrance of her and to then be aside of the journey in the direction of serving to them achieve their private objectives and aims by way of each environment friendly and effective financial planning.
A monetary planner may also carry the Certified Financial Planner (CFP) designation if he or she is compliant with the Licensed Financial Planner Board of Standards’ initial and ongoing requirements, which include examinations in monetary topics like tax and estate planning.
Sanlam Life Insurance coverage Limited is a Licensed Monetary Services Supplier and a Registered Credit Supplier. Anthony has a Bachelor of Business majoring in Accounting, an Superior Diploma of Financial planning, Certified Monetary Planner® and previously a certified derivatives and stock broker within the United Kingdom.… Read More
Consumers worldwide really feel challenged by their funds, however aren’t certain whom to trust for skilled financial planning advice. Financial planning is the process of defining your financial goals , similar to realizing when you’ll need to make use of your cash, and what you’ll be utilizing it for, after which laying out a plan of motion with particular steps you want to take to attain those targets.
The Monetary Planning Institute of Southern Africa (FPI), a South African Qualifications Authority recognised skilled affiliation for monetary planners in South Africa. Venturing into financial planning professio n- Affiliate RFP designation gives entry opportunities to professionals who wish to enterprise into the financial planning profession. One three-unit certificates class taken prior to matriculation could also be transferable to the Govt Financial Planner Advanced Certificates program.