I am a driven individual who constantly wants to learn new skills, especially in finance and Investment management. I have a passion for investment management and learning about the finance world. I want to complete my CFA and CFP designations as soon as I am done studying for my degree. I enjoy working with others and building relationships with like-minded people
I did part-time admin work at Efficient wealth in Bellville. During my one week work I learned about the different financial roles that Efficient Wealth has to offer as well as meet some of the professionals in these fields. I also learned a lot about the work environment at Efficient Wealth.
I attended a two-day shadow opportunity at WealthUp in Durbanville. During this time I learned a lot about the CFP role and how financial planners advise clients to invest their money.
Leadership
Microsoft Excel efficient
Microsoft Word efficient
Time Management