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Cert. Fin. Planner
Financial Planning
Question | Answer |
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1. Financial planning process A. Purpose, benefits, and components | |
1. Financial planning process B. Steps | 1) Establishing client-planner relationships 2) Gathering client data and determining goals and expectations 3) Determining the client's financial status by analyzing and evaluating general financial status, special needs, insurance and risk managem |
1. Financial planning process C. Responsibilities 1) Financial planner | |
1. Financial planning process C. Responsibilities 2) Client |