Personal Financial Advisors
Business and Financial Operations
What they do
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.
Tasks they perform
Also known as
Relevant Qualifications
Bachelor of Commerce: Financial Planning
by Nelson Mandela University
Bachelor of Commerce in Accounting
by Sol Plaatje University
Advanced Diploma in Public Administration
by Cape Peninsula University of Technology
Advanced Certificate in Financial Planning
by Milpark Education (Pty) Ltd
Bachelor of Commerce
by Milpark Education (Pty) Ltd
Bachelor of Commerce in Accounting
by University of the Free State
Bachelor of Accounting
by Boston City Campus (Pty) Ltd formerly Boston City Campus and Business College (Pty) Ltd
Bachelor of Science in Informatics
by EDUVOS (Pty) Ltd (Previously Pearson Institute of Higher Education (Pty) Ltd)
Advanced Diploma in Hospitality Education
by Private Hotel School (Pty) Ltd (The)
Bachelor of Commerce in Accounting
by University of KwaZulu-Natal
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