Sharon Cfp®'s Location
Cape Town, WC, ZA
Sharon Cfp®'s Work
- Business and Solutions Specialist @ Fairtree
- Operations Specialist @ Fairtree
- Key Accounts Manager (Sanlam Collective Investments) @ Sanlam
- Business Development Manager @ JTC Group
- Business Development @ X-Chequer Fund Management
- Business Development Consultant (Institutional) @ Sanlam Investments
- Operations Specialist (Retail) @ Sanlam Investments
- Business Development Manager @ Atlantic Asset Management (Pty) LTD
- Client Relationship Manager @ Coronation Fund Managers
- Client Liaison Officer @ Vunani Fund Managers
Sharon Cfp®'s Education
- University of the Free State/Universiteit van die Vrystaat
Advanced Postgraduate Diploma (Investment Planning)
2014 - 2015 - Financial Planning Institute (FPI)
Passed CFP Board Exam - 25 April 2014
2014 - 2014 - University of Stellenbosch
Postgrad Financial Planning (Financial Planning and Services)
2013 - 2013
- FSCA (FSB)
RE2 Exams Exempt (RPE done),RE5 Exam completed Feb 2012 (Investments)
2012 - 2012 - SAIFM
Member: South African Institute of Financial Markets (RPE Exams)
2011 - 2012 - Other Courses1995 - 2011
- Varsity College
IMM Diploma (Marketing)
1999 - 1999 - University of Cape Town
Bcomm (Economics)
1993 - 1995 - Stellenberg High School
Senior Certificate (Maths (HG), Science (HG), Accounting (HG), Geography (HG), English (HG), Afrikaans 2nd Language (HG))
1988 - 1992 - CAIA Association
(Fundamentals of Alternative Investments)
2016 - 2017
Sharon Cfp®'s Summary
Sharon Cfp®, based in Cape Town, WC, ZA, is currently a Business and Solutions Specialist at Fairtree, bringing experience from previous roles at Fairtree, Sanlam, JTC Group and X-Chequer Fund Management. Sharon Cfp® holds a 2014 - 2015 Advanced Postgraduate Diploma in Investment Planning @ University of the Free State/Universiteit van die Vrystaat.
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