2: Assist The Client in Creating an Action Plan Flashcards
Knowledge will help the learner collaborate with the client in order to help them define clear, measurable financial goals, prioritize objectives, and implement actionable strategies aligned with their values and circumstances, while monitoring progress effectively.
This is a private class.
You need a Pro account to access a Private classI 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.
