Financial Management Advisor (FMA) ( Finance and Financial Management Services)
2000 - 2001
Financial Planning Standard Council of Canada
Certified Financial Planner (CFP) ( Financial Planning and Services)
2004
Financial Planning Institute of Canada
Certificate in Financial Planning
2003
IESC
Bachelor of Commerce ( High School/Secondary Diplomas and Certificates)
1985 - 1987
IPA
Diploma ( Junior High/Intermediate/Middle School Education and Teaching)
1981 - 1984
Cesar Chang-Moreno's Skills
Microsoft Word
Microsoft Excel
Microsoft Office
Customer Service
PowerPoint
English
Research
Windows
Outlook
Photoshop
Cesar Chang-Moreno's Summary
Cesar Chang-Moreno, based in Kitchener, ON, CA, is currently a Senior Financial Management Advisor and Advisor Alliance Lead at Sun Life Financial, bringing experience from previous roles at Sun Life Financial, Great-West Life and Cibc. Cesar Chang-Moreno holds a 1997 - 1999 Diploma in Business/Commerce, General @ Ryerson University. With a robust skill set that includes Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint and more, Cesar Chang-Moreno contributes valuable insights to the industry. Cesar Chang-Moreno has 2 emails on RocketReach.