What do you have to disclose to your financial planning client at the first meeting? Your
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What do you have to disclose to your financial planning client at the first meeting?
• Your areas of expertise.
• Your compensation.
• Your involvement in community activities.
• 10 years of employment history.
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Divya Munir
I hold M.Sc and M.Phil degrees in mathematics from CCS University, India and also have a MS degree in information management from Asian institute of technology, Bangkok, Thailand. I have worked at a international school in Bangkok as a IT teacher. Presently, I am working from home as a online Math/Statistics tutor. I have more than 10 years of online tutoring experience. My students have always excelled in their studies.
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Related Book For 
Fundamentals Of Financial Planning
ISBN: 9781936602094
3rd Edition
Authors: Michael A Dalton, Joseph Gillice
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