Zethu Shongwe, CFP®, BSc, B.Com

Senior Associate

ZETHU SHONGWE, CFP

Zethu is an ardent financial services professional with expert knowledge on risk products, employee benefits, investment and retirement planning. She has spent a majority of her career providing training support to Sanlam financial planners, pension fund officials, brokers and business managers.

Key to Zethu’s personal development growth and harnessing the power of teamwork have been crucial to her success. Zethu studied the post graduate diploma in Financial Planning and successfully completed all 4 modules (Financial planning environment, corporate financial planning, personal financial planning and a Case study) in one year-2013. 
Zethu attained the professional designation of Certified Financial Planner, CFP ® with the FPI and subsequently received two promotions in the space of a year in 2014. Her role changed to Senior Training Consultant and later became responsible for Regulatory examination training delivery as well as the P3 Investments course. 

As part of her leadership development, Zethu was nominated to attend the Future Leaders’ conference hosted by the Sanlam Group Office in Cape Town.

Zethu is a CERTIFIED FINANCIAL PLANNER® designated by the Financial Planning Institute of Southern Africa (FPI).  She holds a Post-Graduate Diploma in Financial Planning – University of Free State; Bachelor’s degree in Commerce – Wits; and B.SC (Maths & Chemistry) – UNISWA.

Qualifications 

  • Post Graduate Diploma in Financial Planning: University of the Free State (2014).
  • Bachelor of Commerce (B.Com): Wits University (Finance & Risk Management 2011).
  • Bachelor of Science (B.Sc.):  University of Swaziland (Mathematics and Chemistry 2007).

Certificates, Professional Membership and Short Courses

  • Regulatory Exams  (R.E): Financial Services Board via Moonstone (2012).
  • Outcomes-based Assessor Training: Learning Performance Link (2012).