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LMR - Advanced Financial Planning

LMR - Advanced Financial Planning

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Published by MSA-ACCA

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Published by: MSA-ACCA on Jul 19, 2009
Copyright:Attribution Non-commercial

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02/05/2013

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OVERVIEW ADVANCED FINANCIALPLANNING
 
25 June 2007ADVANCED FINANCIAL PLANNING
SIX STEP PROCESS
 
5. Implementationof recommendations4. Written alternatives& recommendations6. Review & revisionof plan2. Data gathering & goal setting3. Identification of financial problems1. Establishing therelationship6 step process of Financial Planning
 
25 June 2007ADVANCED FINANCIAL PLANNING
COMPONENTS OF FINANCIAL PLAN
Covering letter
Cover page
Summary of the plan
Client profile
Goals of the client

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