Question

Jason has recently received a profession certification as a Certified Financial Planner. Today he will be meeting his first clients as a professional financial planner. What steps should he follow to ensure effective financial planning for his clients?
seek client’s data and understand client’s goals
define the scope and limitation of financial advice
analyze client’s data and goal alignment
follow the financial planning options
provide financial options process and progress monitoring

Answer 1

Answer:

1) define the scope and limitation of financial advice

2) seek client’s data and understand client’s goals

3) analyze client’s data and goal alignment

4) provide financial options

5) follow the financial planning options

6) process and progress monitoring

Explanation:

bc it's what the notes said :)