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The financial planning process include all of the following EXCEPT A: assessing the current status of the financial markets. B: analyzing the clients financial status.
The financial planning process include all of the following EXCEPT
- A: assessing the current status of the financial markets.
- B: analyzing the clients financial status.
- C: monitoring the portfolio.
- D: developing a policy statement.
- E: establishing a client-advisor relationship.
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Entrepreneurial Finance
Authors: Chris LeachJ LeachRonald Melicher
3rd Edition
0324561253, 9780324561258
