Exam (elaborations)
CFP financial planning Study Guide
- Course
- Institution
6 Stages of Financial Planning CORRECT ANSWER 1. Establish client planner relationship. 2. Gather data and objectives. 3. Analyze and Evaluate financial status. 4. Develop plan and present recommendations. 5. Implement. 6. Monitor. Disposable Income (DI) CORRECT ANSWER PI - personal taxes ...
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