ENTREPRENEURIAL PLANNING
FINANCIAL PLANNING AND ANALYSIS
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Question
[CLICK ON ANY CHOICE TO KNOW THE RIGHT ANSWER]
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Establish a relationship of trust with the client 2.Gather client data and establish financial goals3.Analyze the datathese are the first 3 steps of
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Code of Ethics
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Financial Plan
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Income Investment
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None of the above
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Explanation:
Detailed explanation-1: -1) Identify your Financial Situation The first stage of the financial planning process constitutes assessment on what is happening in your life right now and how you can change your financial situation.
Detailed explanation-2: -Preparation of a sales forecast, Preparation of financial statements, Estimation of expected profit is the correct sequence of the financial planning process.
There is 1 question to complete.