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  • The BDO UJ trusted advisor project 2020

The BDO UJ trusted advisor project 2020

18 August 2020

The Certified Financial Planning ® designation is the foundation to a career in professional financial planning and wealth management. The path towards the CFP® designation starts with a BCom Honours (Financial Planning). BDO Wealth Advisers is proud sponsor to the annual ‘BDO UJ Trusted Advisor Project’ as our contribution and support to developing the professional wealth advisers of the future.

This project is an academic case study prepared by third year BCom Finance and Investment students at University of Johannesburg towards their Financial Planning curriculum. BDO CFP® professionals provide a series of academic lectures to the students during the year aimed at raising their awareness of a career in Financial Planning. The case study forms an integral component of the students’ academic curriculum.

The top performing student teams are selected to participate in the ‘BDO UJ Trusted Advisor Project’ which simulates a practical client experience where the students provide financial planning advice to a family. The presentations are adjudicated by a panel of judges representing UJ, FPI South Africa and BDO who award the most trusted advisors.

BDO Wealth Advisers is committed to supporting the personal development of CFP® professionals in South Africa. Our partnership with University of Johannesburg is a cornerstone to this endeavour

 

The BDO UJ trusted advisor project 2020 pdf

 

The BDO UJ trusted advisor project 2020