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Bruno Alves, CIPM, CFP

Bruno Alves, CIPM, CFP

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location of Bruno Alves, CIPM, CFPCity of Johannesburg, Gauteng, South Africa

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  • Timeline

  • About me

    Client Account Manager at Alexander Forbes Investments

  • Education

    • St. Benedict's Catholic School for Boys

      2002 - 2004
      Senior Certificate (IEB) with university exemption Secondary Education and Teaching NQF Level 5

    • Jeppe High School for Boys

      2000 - 2002
      Secondary Education and Teaching

    • University of the Free State/Universiteit van die Vrystaat

      2010 - 2010
      Advanced Post Graduate Diploma in Financial Planning Law Specializing in Employee Benefits NQF Level 7

    • University of the Witwatersrand

      2005 - 2007
      Bachelor of Commerce (B.Com.) Economic Science, Business Finance NQF Level 6

    • University of the Free State/Universiteit van die Vrystaat

      2009 - 2009
      Post Graduate Diploma in Financial Planning Law Financial Planning and Services NQF Level 7

  • Experience

    • Alexander Forbes Life Ltd

      Oct 2008 - May 2012

      Advisor to more than 20 employers in all aspects relating to the provision of retirement fund services to company employees, within the framework of Alexander Forbes' Umbrella Funds. Provided bespoke solutions to retirement fund Boards of Tustees and senior employer representatives, in the execution of their fiduciary duties to fund members. Supported national network of institutional fund consultants in the provision of retirement fund benefits to their clients.

      • Associate Consultant

        Apr 2011 - May 2012

      • Assistant Consultant

        Apr 2010 - Apr 2011

      • Consulting Administrator

        Oct 2008 - Mar 2010

    • South America

      May 2012 - Nov 2012
      Travelling

      The realization of a childhood and personal ambition to explore the world unhindered, for an extended period of time.

    • Seshego Benefit Consulting

      Mar 2013 - Feb 2014
      Associate Consultant

      Assistant to independent Principal Officers in the execution of their duties as mandated by retirement fund Boards of Trustees.

    • Investment Solutions

      Mar 2014 - now
      Account Manager

      Responsible for client servicing of consultants and trustees in the institutional retirement fund space, through the provision comprehensive reporting on the Funds' investment strategies and performance.

    • Alexander Forbes Investments

      Mar 2014 - now
      Client Account Manager

  • Licenses & Certifications

    • Investment Foundations

      CFA Institute
      Jan 2018

    • Fundamentals of Alternative Investments Certificate

      CAIA Association
      Dec 2019

    • Certified Financial Planner®

      Financial Planning Institute of Southern Africa
      Mar 2012

    • Certificate in Investment Performance Measurement™

      CFA Institute