ABOUT THE BOOK

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    Accession Number

 B4271

    Title

 Integrated Financial Planning

    Author

 

    Publisher

 Personal Finance Society

    ISBN

 -

     Summary

CONTENTS 1. The client scenario 2. The client interview 3. The fact-find 4. The client’s needs 5. Meeting client needs 6. The need to refer 7. The client review 8. Achieving exam success