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Stephanie Ferreira CFA, CFP®

Stephanie Ferreira CFA, CFP®

Articled Planner

Followers of Stephanie Ferreira CFA, CFP®767 followers
location of Stephanie Ferreira CFA, CFP®City of Johannesburg, Gauteng, South Africa

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  • Timeline

  • About me

    Director & Financial Planning Specialist at Chartered Wealth Solutions, Director of WealthStrat

  • Education

    • Nelson Mandela University

      2013 - 2013
      Post Graduate Diploma in Financial Planning Financial Planning and Services Cum Laude

    • Nelson Mandela University

      2010 - 2013
      Bachelor of Commerce (BCom) Financial Planning Cum Laude

  • Experience

    • FINMAP FINANCIAL SERVICES

      Dec 2013 - Mar 2014
      Articled Planner

    • Consolidated Financial Planning

      Apr 2014 - Oct 2015

      • Articled Finanical Planner

        Apr 2014 - Oct 2015

      • Articled Financial Planner

        Apr 2014 - Oct 2015

    • Chartered Wealth Solutions

      Nov 2015 - now

      • Director & Financial Planning Specialist

        Nov 2016 - now

      • Financial Planning Specialist

        Nov 2016 - now

      • Retirement Specialist

        Nov 2015 - Jan 2023

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      Financial Planning Institute of Southern Africa

    • Dare to Lead™ Trained

      Dare to Lead™ Trained

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jun 2024