Question
How can a financial planner collect information about their clients? Select one. Select one: a. Through other professionals or service providers of the clients, e.g.
How can a financial planner collect information about their clients? Select one. Select one: a. Through other professionals or service providers of the clients, e.g. a clients accountant or superannuation fund b. All of the answers c. Through conversations and chats d. Questionnaire instruments such as Factfind or Financial Needs Analysis (FNA)
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Environmental And Safety Auditing Program Strategies For Legal International And Financial Issues
Authors: Unhee Kim, John F. Falkenbury, Timothy A. Wilkins, Ralph Rhodes, Richard J. Satterfield
1st Edition
