Business Development & Partnership Support

• Assist in preparing presentations, proposals, and marketing collaterals to support business initiatives.

Certification Department Support

• Provide administrative assistance for the Certified Financial Planner (CFP®) Certification Program.

• Support the processing of candidate applications, enrolments, and renewals.

• Maintain accurate certification records and ensure proper filing of documentation.

• Liaise with candidates and education providers regarding certification requirements and course information.

• Help coordinate examination logistics and manage related communications.

Accounts Department Support

• Assist in invoice generation, payment follow-ups, and financial record-keeping.

• Coordinate with external vendors and service providers for procurement and payment matters.