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The role that a Certified Financial Planner® can play

Experience is underestimated, it really is an add on when it comes to financial planning.

Angelique Visser, CFP® of Baraza Wealth shares her knowledge on the following:

– Who qualifies as a CFP® professional?
– In a complex environment one can understand that education is required, but what benefit can experience have for a client?
– Should one have an ongoing relationship with a financial planner?
– Divorce is another life event that very few people plan for…

Brought to you by the Financial Planning Institute of Southern Africa (FPI).

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