Personal Financial Situation – Study Notes

Paper – Investment Planning SpecialistModule – IA. Global Personal Financial ManagementChapter – 1: Personal Financial Situation Learning Objectives 1-1 Identify the types of information to collect regarding a client’s assets and liabilities1-2 Evaluate whether a client is living within financial means Knowledge Items 1.1 Living within financial means You have enough money to cover expenses. … Read more


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