Determine Client Requirements and Expectations

Determine Client Requirements and Expectations

by John Calabro, Rob Dickerson & David Paine
1st Edition (2020)
ISBN:
  • $19.00


Chapter List:
01 Develop an Awareness of the Client’s Situation
02 Obtain Relevant Knowledge of Client’s Financial Position and Risk Profile
03 Determine Client Expectations and Requirements with Respect to Financial
Markets Advice
04 Prepare and Update Necessary Documentation Where Required

Subjects covered:
FNSCUS505 Determine Client Requirements and Expectations

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