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Alicia Cherneski , CFP®, CHS™, BBA, CLA

Alicia Cherneski , CFP®, CHS™, BBA, CLA

Bookkeeper

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location of Alicia Cherneski , CFP®, CHS™, BBA, CLAVancouver, British Columbia, Canada

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  • Timeline

  • About me

    Financial Planner, Sun Life

  • Education

    • Financial Planning Standards Council

      -
      Certified Financial Planner

    • Mulgrave

      -

    • Simon Fraser University

      2005 - 2011
      Bachelors Business Administration [MIS], Kinesiology Minor

    • Simon Fraser University

      2005 - 2009
      Certificate of Liberal Arts

  • Experience

    • The Raven

      Jan 2009 - Jan 2010
      Bookkeeper

      Responsible for managing, reconciling, and recording daily monetary intake

    • Simon Fraser University - Beedie School of Business

      Jan 2011 - Aug 2011
      FBA Writing Mentor

      Selected from a group of applicants to mentor business students in developing their writing skills through one-on-one sessions.

    • Beedie School of Business at SFU

      Sept 2011 - Dec 2011
      Project Manager

      Managing the creation of two websites for the Assistant Dean of Undergraduate Business

    • Simon Fraser University

      Oct 2011 - Dec 2011
      Project Assistant for entrepreneurship@SFU

      Responsible for project activities including documenting project plan, designing and creating marketing material, gathering website resources, and assisting with the launch of the initiative.

    • Sun Life

      Mar 2012 - now
      Financial Planner

  • Licenses & Certifications

    • Certified Health Insurance Specialist (CHS)

      The Institute for Advanced Financial Education
      Oct 2018

    • CERTIFIED FINANCIAL PLANNER®

      Financial Planning Standards Council (FPSC)
      Oct 2016