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Personal Financial Planning
2. CHAPTER 5: ESTABLISHING FINANCIAL DIRECTION: THE FINANCIAL PLANNING PROCESS/Step 7
2. CHAPTER 5: ESTABLISHING FINANCIAL DIRECTION: THE FINANCIAL PLANNING PROCESS Illustration
Syllabus Slides

Step 7

01.Core Concepts

• Monitoring Progress and Updating • Monitoring and updating responsibilities monitoring the client’s progress • Obtaining current qualitative and quantitative information • Updating goals, recommendations, or implementation decisions