B.7 Financial Planning Process Flashcards
Learners will understand the steps involved in the financial planning process, including setting goals, gathering relevant financial information, analyzing financial status, developing a plan, implementing the plan, and monitoring and revising the plan as necessary.
This is a private class.
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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.
