Tamara Jacobsen Cfp® Email and Phone Number
Tamara Jacobsen Cfp® work email
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Tamara Jacobsen Cfp® personal email
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.
Applied Learning Academy (Pty) Ltd
View- Website:
- appliedlearning.co.za
- Employees:
- 1
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Managing DirectorApplied Learning Academy (Pty) Ltd Jul 2014 - PresentGreenstone Hill, GautengApplied 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 -
Training SpecialistCapstone 2002 - Jun 2014Capstone 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
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Associate DirectorAlexander Forbes 1999 - 2001
Tamara Jacobsen Cfp® Skills
Tamara Jacobsen Cfp® Education Details
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University Of The Free StatePersonal And Corporate Financial Planning, Financial Planning Law -
ArtgShort Term Insurance -
Applied Learning Academy (Pty) LtdLevel 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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