Ep 13: Explaining the profession of financial planning

Francois Le Roux, CFP® of Old Mutual Private Wealth Management answers the questions below.

– Explain the meaning of “professional financial planner” in SA, and what sets us apart?
– What are the core values brought to a PFP process?
– How does a South African certified financial planner compare with those elsewhere in the world?
– How do I get hold of a professional financial planner?

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South Africa Today – South Africa Economy