Christiaan Hendrik Kleynhans

With a Higher Certificate in Financial Planning (cum laude) from Milpark Education and multiple certifications from the Financial Services Board and Old Mutual, I am a Senior Financial Advisor at Old Mutual South Africa, where I advise clients on investments, retirement planning, and risk insurance, including life and short term cover.

I am passionate about working with people and fostering positive workplace environments. These experiences and skills uniquely position me to excel in a Human Resources role, where I aim to leverage my background in psychology and my proficiency in client relations to contribute to organizational success."

Milpark Education
Higher Certificate in Financial Planning (cum laude), Financial Planning
2020 - 2020
Earning the Higher Certificate in Financial Planning with Cum Laude distinction in 2020 was a
significant achievement that has greatly enriched my professional journey. This qualification has
empowered me with a comprehensive skill set and in-depth knowledge that I actively apply in my role
as a Financial Advisor, enabling me to provide exceptional service to my clients. Notable areas of
expertise that I gained during my studies include
Financial Planning ; Service Delivery ; Insurance ; Retirement Planning

Advising clients regarding investments, retirement planning and risk insurance including Life and short term cover.Advising clients regarding investments, retirement planning and risk insurance including Life and short term cover.

Skills: Telephone Interviewing · Sourcing · Relationship Development · Customer Relationship Management (CRM) · Quote · Enquiries · Risk Management · Consultative Selling · Commercial Products · Leadership · Service Delivery · Professional Services Industries · Operational Excellence · Business Leadership · Relationship Building · Multitasking · Client Requirements · Attention to Detail · Sales · Problem Solving · Business Development · Interpersonal Skills · Defining Requirements · Customer Service · Marketing · Communication · Analytical Skills · Time Management · Investments · Employee Benefits Design · Wealth ManagementSkills: Telephone Interviewing · Sourcing · Relationship Development · Customer Relationship Management (CRM) · Quote · Enquiries · Risk Management · Consultative Selling · Commercial Products · Leadership · Service Delivery · Professional Services Industries · Operational Excellence · Business Leadership · Relationship Building · Multitasking · Client Requirements · Attention to Detail · Sales · Problem Solving · Business Development · Interpersonal Skills · Defining Requirements · Customer Service · Marketing · Communication · Analytical Skills · Time Management · Investments · Employee Benefits Design · Wealth Management

Milpark Education
Higher Certificate in Financial Planning (cum laude), Financial Planning
2020 - 2020
Earning the Higher Certificate in Financial Planning with Cum Laude distinction in 2020 was a
significant achievement that has greatly enriched my professional journey. This qualification has
empowered me with a comprehensive skill set and in-depth knowledge that I actively apply in my role
as a Financial Advisor, enabling me to provide exceptional service to my clients. Notable areas of
expertise that I gained during my studies include
Financial Planning ; Service Delivery ; Insurance ; Retirement Planning

Skills: Service Delivery · Professional Services Industries · Operational Excellence · Business Leadership · Relationship Building · Multitasking · Attention to Detail · Business Development

Milpark Education Higher Certificate in Financial Planning (cum laude), 

Financial Planning 2020 - 2020 

Earning the Higher Certificate in Financial Planning with Cum Laude distinction in 2020 was a significant achievement that has greatly enriched my professional journey. This qualification has empowered me with a comprehensive skill set and in-depth knowledge that I actively apply in my role as a Financial Advisor, enabling me to provide exceptional service to my clients. Notable areas of expertise that I gained during my studies include Financial Planning ; Service Delivery ; Insurance ; Retirement Planning