She is currently an advisory partner at Citadel Wealth Management. She shared about her journey being a BCom Financial Planning student to becoming a Certified Financial Planner and member of the Financial Planning Institute (FPI). She gave valuable insights on the steps to take in order to grow in the industry and encouraged all attendees to master the skill of saving and to be able to understand different investment vehicles, as this is vital when dealing with clients in the real world. Her current focus is on encouraging women to understand the need for a financial planner. She explained the strain that is presently on women when it comes to saving and she further shared steps to take as a financial planner to ensure you are well equipped with the accurate knowledge to advise your clients when it comes to compounding interest. This talk was very insightful and further equipped the society’s members on how they can differentiate themselves in the industry.
Special thanks to our guest speaker - Ms Anelisa Mti CFP® and to all the executives who made this lunch hour a success. The Financial Planning Society will be hosting their closing function on 17 October 2018. Follow us on Facebook to get updates and be sure to be a part of it.
Guest Speaker Ms Anelisa Mti CFP®
Financial Planning Society members participating in the lunchtime talk