CERTIFIED FINANCIAL PLANNER ® professional
Fiduciary Practitioner of SA®
Tax Practitioner
HDIP TAX, PGRAD DIP TAX, PGRAD DIP IN FINANCIAL PLANNING, DIP IN ESTATES
Carmen started her profession in 1981, eventually becoming a financial planner in 1998. During her own studies she realised the shortcomings and lack in understanding all the legislation which is so vital in both the financial planning profession as well as the fiduciary profession. Let us not forget the consumer who does not have the capacity or means to study and yet, requires knowledge to navigate their path to financial freedom.
Carmen, in 2008 started assisting many financial planners to obtain the prestigious CFP® designation and, after completing her own FISA board exam in 2014, ventured into assisting fiduciary practitioners to obtain their FPSA® designation.
Carmen obtained the following qualifications: HDIP Tax (RAU), Post Grad Dip in Financial Planning (UFS), Post Grad Dip in Tax (Cum) (UFS) and, completed the Diploma is Estates (UNISA) in 2019. She was successful in completing the FISA board exam in 2014 which was not a qualification at the time.
In her capacity as a Financial Planner, Carmen is registered with the FSCA, is a CFP® Professional Member and a registered Tax Practitioner with the FPI and, a Fiduciary Practitioner of SA®.
Her experience and skills are vast and anyone requiring more detail is welcome to engage directly with Carmen or refer to the page which details her experience in these professions.Synergia Learning is an independent private trainer of individuals in the financial planning and fiduciary planning profession.
