ENTREPRENEURIAL PLANNING
FINANCIAL PLANNING AND ANALYSIS
|
Question
[CLICK ON ANY CHOICE TO KNOW THE RIGHT ANSWER]
|
The financial planning process consists of ____ steps
|
|
5
|
|
|
6
|
|
|
3
|
|
|
None of the above
|
Explanation:
Detailed explanation-1: -Establish and define the client-adviser relationship. Getting to know you. Analyse and evaluate financial status. Develop and present financial planning recommendations and/or alternatives. Implement the financial planning recommendations. More items
Detailed explanation-2: -Step 5 – Implementation and review of the financial plan This can involve implementing: A new pension or investment strategy. Changing debt provider. Additional life or serious illness insurance.
There is 1 question to complete.