James Fern CFP®
Partner, Financial Planner, Wealth Manager and Investment Adviser, SCI Wealth
Abschluss: Postgraduate Diploma in Financial Planning, University of the Free State
Gaborone, Botswana
Werdegang
Berufserfahrung von James Fern CFP®
Bis heute 22 Jahre und 1 Monat, seit Mai 2002
Financial Planner, Wealth Manager and Investment Adviser
SCI Wealth
James is an experienced financial planner and wealth manager in Botswana, who assists personal clients in regaining control of their finances and achieving their personal goals. Specialties: Financial Planning, Wealth Management, Structuring of Investment Portfolios, International Tax Planning.
Ausbildung von James Fern CFP®
10 Monate, Jan. 2013 - Okt. 2013
Financial Planning
University of the Free State
FBR711 Financial Planning Environment FBR712 Personal Financial Planning FBR713 Corporate Financial Planning FBR714 Financial Planning Case Study
5 Jahre und 1 Monat, Jan. 2004 - Jan. 2009
Certificate in Financial Planning
Chartered Insurance Institute
CF1 Financial Services, Regulation & Ethics CF2 Investment and Risk CF3 Financial Protection CF4 Retirement Planning CF5 Integrated Financial Planning
5 Jahre und 1 Monat, Sep. 1993 - Sep. 1998
Engineering
Imperial College, University of London
Sprachen
Englisch
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