Covers elements of the overall planning process, including gathering data, establishment of financial objectives and identification of constraints.
Learning Objectives
Recognize the steps in the personal financial planning process.;Select the step in the personal financial planning process that defines the client's responsibilities.;Recall the requirements of the Statement on Standards in Personal Financial Planning Services No. 1, in the case of a conflict of interest.;Identify the step in the personal financial planning process that addresses scope limitations.
