0 votes, 0 avg 1 NISM-Series-X-A: Investment Adviser (Level 1) Certification CHAPTER 3: EVALUATING THE FINANCIAL POSITION OF CLIENTS 1 / 53 1. How does financial planning differ from a one-time or piecemeal financial advisory approach? a. Focuses on continuity b. Sets clear targets c. Emphasizes risk management d. Covers specific needs Financial planning involves […]
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