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Charl Swart CFP® CIPM

Charl Swart CFP® CIPM

Financial Advisor

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location of Charl Swart CFP® CIPMCity of Cape Town, Western Cape, South Africa

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  • Timeline

  • About me

    Managing Director at Portfolium (Pty) Ltd

  • Education

    • CFA Institute

      2016 - 2017
      Certificate in Investment Performance Measurement™ Investment Performance

    • University of the Free State | Universiteit van die Vrystaat

      2010 - 2011
      Advanced Post Graduate Diploma in Financial Planning Advanced Investments

    • University of the Free State | Universiteit van die Vrystaat

      2011 - 2011
      Post Graduate Diploma in Financial Planning Financial Planning

    • University of South Africa/Universiteit van Suid-Afrika

      2006 - 2010
      BCom Financial Management

  • Experience

    • Adfinity Financial Services

      Jan 2008 - Oct 2010
      Financial Advisor

    • Efficient Wealth (Pty) Ltd

      Nov 2010 - Aug 2014
      Wealth Manager

    • Naviga Solutions (Pty) Ltd

      Sept 2014 - Aug 2017
      Business Development Manager

    • Portfolium (Pty) Ltd

      Sept 2017 - now
      Managing Director

  • Licenses & Certifications

    • Certificate in Investment Performance Measurement® (CIPM)

      CFA Institute
      Nov 2017

    • Certified Financial Planner® (CFP®)

      Financial Planning Institute of Southern Africa
      Jan 2012