Understand the core concepts behind providing personal financial planning services for clients by learning, through real-life scenarios and practical guidance.
NASBA Field of Study
Tom Tillery, Susan M. Tillery
Lay the foundation for providing financial planning services that serve the best interests of your clients.
By understanding the essentials of personal financial planning, you will have taken the first step in developing a comprehensive and practical financial plan for your clients.
Understand the core concepts behind providing personal financial planning services for clients by learning, through real-life scenarios and practical guidance, about the following areas:
Group ordering for your team
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