Inspiring a new generation of women

30% of CERTIFIED FINANCIAL PLANNER® professionals in South Africa are now women – a record high, according to The Financial Planning Institute of Southern Africa.  Women In Finance Network caught up with Demi White, as she graduated – second in the country – with her Post-Graduate Diploma in Financial Planning.

 

How did you come to choose Financial Planning as a career?

Career uncertainty following my schooling led me to register for a general degree, in the hopes that a broader education would open up a specific direction for me.

Armed with my degree, I applied to join a financial planning academy. I recall being unsure about being admitted to the graduate programme as I was only 19 at the time! I also needed to be able to provide for myself financially, so earning an income while being trained as a financial planner was very appealing.

After a number of gruelling interviews, I was accepted and this is where my financial planning career began.

 

How much exposure did you have to financial planning as a career during your education?

I first encountered financial planning at the end of my first year at university when I heard about the financial planning academy. I wasn’t looking for financial planning, it found me!

 

Why do you think so few women have entered and are entering this profession? 

Just as I was ignorant of financial planning as a career when I left school, it’s possible that many other women are not aware of the opportunity to have a career in financial planning. I do believe that awareness is increasing, though, and so more women are entering the profession.

 

Briefly describe your current work day.  What do you enjoy most about what you do?

I am currently working as a business development consultant, enabling financial planners to provide their clients with better advice.

I typically spend my day meeting with the various financial planners in my panel at their offices. I enjoy using my knowledge gained through studying and my time as a financial planner to assist the financial planners to uplift their business. I am able to be creative and entrepreneurial to come up with ideas to assist them. I also learn something new every day and every day is different; it keeps me on my toes and is very exciting.

 

To achieve your CFP designation, you had to work and study at the same time – how did you manage this?

I have worked and studied at the same time for the past four years. It is not easy, but with good time management and planning I could find a balance between all my responsibilities. Keeping the end goal in mind helped me to remain focused.

 

What would you say to young women looking at a career in financial planning?

Financial planning is hard work and high pressure, but very rewarding.

 

What are you looking forward to in terms of your career going forward?

I look forward to expanding my knowledge and experience to become better at what I do. I don’t know what doors will open in the future, but I know the possibilities are endless!

 

Tell us something about you we don’t know.

I am a perfectionist, hardworking, and goal oriented, and when I am not working you can find me on the athletics track.

 

Leave a Reply

Your email address will not be published. Required fields are marked *

Our Partners

Contact Details

Johannesburg, Cape Town, Durban and Port Elizabeth
Tel: 011 502 2800
Email: info@wifn.co.za

Subscribe to Newsletter

 

By clicking Subscribe, you consent to the processing of your personal information by WIFN in accordance with our Privacy Policy and acknowledge that this may include receiving newsletters and invites. You are aware that you may unsubscribe at any point.