1: Set The Stage & Gather Client Information (10%) Flashcards
Knowledge will help the learner build a professional and inclusive environment by effectively establishing rapport and understanding the client’s financial goals, current situation, and personal values to create a tailored financial counseling plan.
This is a private class.
You need a Pro account to access a Private class
I have an access code
To request access, contact David Giles, and ask that they share the class directly with you, using the email address you use for your Brainscape account.
