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Becoming A Financial Planner Through FPI

Honest Money

English - October 09, 2021 02:00 - 24 minutes - 17 MB - ★★★★★ - 7 ratings
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Ever wanted to become a financial planner but not sure where to start? Listen to Warren Ingram and Lelane Bezuidenhout, Chief Executive of the Financial Planning Institute of Southern Africa, speak about what it entails to become a financial planner, what attributions and accreditations you need and more. 


Topics/ Questions: 

What is a financial planner? What attributes do you need to have to become a financial planner? What do I need to complete before becoming a financial planner? What are the ethical requirements that are taken into consideration for financial planners? Is there an option for someone that is financially constrained and can they still pursue a career in financial planning?Advice on checking if someone has a CFP accreditation

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