Tamara Jacobsen Cfp®

Tamara Jacobsen Cfp® Email and Phone Number

Training specialist in financial services subjects and regulatory exams @ Applied Learning Academy (Pty) Ltd
311 Emerald Estate, Greenstone Drive, Greenstone Hill,South Africa
Tamara Jacobsen Cfp®'s Location
City of Johannesburg, Gauteng, South Africa, South Africa
Tamara Jacobsen Cfp®'s Contact Details

Tamara Jacobsen Cfp® work email

Tamara Jacobsen Cfp® personal email

n/a
About Tamara Jacobsen Cfp®

Over 25 years financial services industry experience including actuarial, consulting and setting up and managing a training business. Certified financial planner (NQF level 8 diploma) and member of the Financial Planning Institute.Various short and long term qualifications and Inseta accredited assessor and moderator. Specialties: Full training offering on Regulatory exams: level 1 for representatives (RE 5) and key individuals (RE 1) - expert in facilitation of regulatory exams (more than 90% of our students pass the first time), and also set questions and update other providers' regulatory programmes. Facilitation of wealth management, insurance and financial planning subjects including investments, corporate financial planning and retirement funds, income tax, personal financial planning and financial planning law.Development of training courses and in house training programmes and material including product training, SETA aligned unit standards, soft skills and technical financial services subjects. Formulation of assessment processes, tools and assessments.Moderation of programmes, content, assessment tools and assessments.Foundational skills programmes: manage work, manage finances and manage life. Advice on programmes, analysis of training needs to meet Fit and proper requirements, and implementation and coordination of solutions.

Tamara Jacobsen Cfp®'s Current Company Details
Applied Learning Academy (Pty) Ltd

Applied Learning Academy (Pty) Ltd

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Training specialist in financial services subjects and regulatory exams
311 Emerald Estate, Greenstone Drive, Greenstone Hill,South Africa
Employees:
1
Tamara Jacobsen Cfp® Work Experience Details
  • Applied Learning Academy (Pty) Ltd
    Managing Director
    Applied Learning Academy (Pty) Ltd Jul 2014 - Present
    Greenstone Hill, Gauteng
    Applied Learning Academy was founded to provide a dedicated platform to make a positive difference through practical, applicable training services and programmes. The business focuses on training support services, programmes and solutions in the financial services industry and corporate courses for all industries. Throughout financial services programmes, we aim to not only facilitate and prepare the individual for a particular qualification or certificate, we also aim to demonstrate how and where skills can be applied for self improvement and professional development, in the interests of clients. Our director and associates are experienced and qualified in both financial services and training. Specialist training services have been provided for many years to training providers and insurers - services include development/writing of training material and assessments, facilitation, assessing and moderating. We are honoured to have worked with businesses such as Old Mutual Corporate, Moonstone Business School of Excellence, Milpark Education, African Resources Training Group, Legalwise, the Telesure Group, MMI Holdings and the Financial Planning Institute. We are pleased to announce that from 2017, corporate training courses are now available. These are one day courses dealing with topics such as time management, productivity skills and customer service. http://www.appliedlearning.co.za/corporatecourses.html
  • Capstone
    Training Specialist
    Capstone 2002 - Jun 2014
    Capstone was originally launched as a brokerage offering employee benefits and personal financial planning advice. Due to my knowledge and experience in the employee benefits sector, I was commissioned by Boston School of Finance to develop training material for trustee training and employee benefits topics. This led to facilitation, assessing and moderation appointments and training quickly became the specialist focus area of the business (and I found my calling). Training work under Capstone included:Facilitation from level 3 to level 7 subjectsFacilitation and development of training programmes for the FAIS regulatory exams: representatives and key individualsDevelopment and writing of training materialAccreditation as an INSETA assessorAccreditation as an INSETA moderatorSetting of exams and assignments
  • Alexander Forbes
    Associate Director
    Alexander Forbes 1999 - 2001

Tamara Jacobsen Cfp® Skills

Investments Training Insurance Management Coaching Leadership Financial Planning Strategic Financial Planning Tax Retirement Wealth Management Financial Services

Tamara Jacobsen Cfp® Education Details

  • University Of The Free State
    University Of The Free State
    Personal And Corporate Financial Planning, Financial Planning Law
  • Artg
    Artg
    Short Term Insurance
  • Applied Learning Academy (Pty) Ltd
    Applied Learning Academy (Pty) Ltd
    Level 1 Exam For Representatives (Re 5) And Level 1 Exam For Key Individuals (Re 5)

Frequently Asked Questions about Tamara Jacobsen Cfp®

What company does Tamara Jacobsen Cfp® work for?

Tamara Jacobsen Cfp® works for Applied Learning Academy (Pty) Ltd

What is Tamara Jacobsen Cfp®'s role at the current company?

Tamara Jacobsen Cfp®'s current role is Training specialist in financial services subjects and regulatory exams.

What is Tamara Jacobsen Cfp®'s email address?

Tamara Jacobsen Cfp®'s email address is ta****@****n.co.za

What schools did Tamara Jacobsen Cfp® attend?

Tamara Jacobsen Cfp® attended University Of The Free State, Artg, Applied Learning Academy (Pty) Ltd.

What are some of Tamara Jacobsen Cfp®'s interests?

Tamara Jacobsen Cfp® has interest in Poverty Alleviation, Education.

What skills is Tamara Jacobsen Cfp® known for?

Tamara Jacobsen Cfp® has skills like Investments, Training, Insurance, Management, Coaching, Leadership, Financial Planning, Strategic Financial Planning, Tax, Retirement, Wealth Management, Financial Services.

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