Volunteer of the month

Makhobalo Senate Mohale, CFP®

Senate is a CERTIFIED FINANCIAL PLANNER professional with more than 9 years’ experience in the Financial Services Industry. 

She began her career as trainer, then went on to be a Business Development Consultant and later a Broker Consultant. In February 2019 she stepped into her current role as Development Manager at one of the big Insurance Companies. Her role is to support, facilitate, mentor and coach new advisers in the first 24 months of their career in the financial services industry.

She began her career as trainer, then went on to be a Business Development Consultant and later a Broker Consultant. In February 2019 she stepped into her current role as Development Manager at one of the big Insurance Companies. Her role is to support, facilitate, mentor and coach new advisers in the first 24 months of their career in the financial services industry.

This dynamic lady is an avid volunteer to facilitate the FPI MYMONEY123™ workshops and also volunteers to assist the FPI during events such as the JSE’s She Invests event.

When asked why she volunteers her time to facilitate the FPIMYMONEY123™ workshops and wat her experience has been, this is what she said: 

“For me volunteering stems from personal experience of seeing individuals not having information and thereby making reckless financial decisions. 

I have acquired certain skills within the financial services sector that I believe can value add to the public at large when it comes to financial literacy. 

It gives me great pleasure to see individuals level of understanding improve after a presentation and the highlight is when they implement certain fundamental in their personal lives and are able to share how it has helped them.

We operate in an ever-changing environment and this allows me the opportunity to stay relevant and aware of the changes that affect individuals.”

About FPI
The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) recognised professional body for financial planners, which serves the public by ensuring that people who carry the CFP® designation are qualified, experienced and professional. FPI has recently been approved by the South Africa Revenue Service (SARS) as a Recognised Controlling Body (RCB).

The Institute is also recognised internationally and is a founding, and a current affiliate member, of the international Financial Planning Standards Board Ltd (FPSB) based in the USA, along with 25 other affiliate member countries who offer CFP® certification, the highest recognised professional designation worldwide for a financial planning professional. For more, visit www.fpi.co.za or follow @FPISANews.