About the Candidate
– Experience of 18 years in Financial Industry
– Hold multiple certifications in Finance including (MBA, HLLQP, CIFC, Behavioural Finance,Insolvency Administrator, Bookkeeping, Personal Finance, Introduction to Wealth Management and many more)
– Enrolled in Registered Retirement Consultant Program (RRC)
– On track to be enrolled in Certified Financial Planner Program (CFP)
Education
May 2022
IFSE
CIFC
March 2021
Oliver's Learning Platform
HLLQP
November 2022 (Enrolled)
CIFP
RRC
Skills
Financial AdvisoryLife InsuranceMutual Funds
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