Queeneth N.

Education

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  Inseta

  2020 - 2020

  Higher certificate Wealth management

  Knowledge and understanding of legislation, ethics, and compliance in the context of the financial services sector in South Africa.Knowledge and understanding of the financial planning process in terms of collecting, analysing and synthesising appropriate data to develop solutions and make judgments and recommendations that take into consideration client needs and attitudes.Knowledge of insurance, economics, investment practices, tax and other financial information to match the… Show more Knowledge and understanding of legislation, ethics, and compliance in the context of the financial services sector in South Africa.Knowledge and understanding of the financial planning process in terms of collecting, analysing and synthesising appropriate data to develop solutions and make judgments and recommendations that take into consideration client needs and attitudes.Knowledge of insurance, economics, investment practices, tax and other financial information to match the financial requirements of clients to financial products.Communicate and present information, in writing and verbally, to demonstrate insight into current issues in the Financial Services Sector. Show less

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  University of South Africa/Universiteit van Suid-Afrika

  2021 - 2023

  Bachelor of Arts - BA Politics Philosophy and Economics