Financial planner/advisor
Discovery
Total des années d'expérience :3 years, 4 Mois
Interact with clients in order to assure their financial needs at retirement, disability, or death. To financial needs analysis to make sure the client is covered in the most affective manner to cover estate costs at death.
Do investments for clients according to their needs.
Do medical aid cover for individuals and company schemes
The degree stretched over 3 years. Covered accounting, finance management, production management, marketing management, and the development of strategy for departments and companies.
Degree covered Accounting, management accounting, economics, business economics, banking, statistics, business law.