AAFM Chartered Wealth Manager (CWM) Certification Level II Examination CWM_LEVEL_2 Question # 14 Topic 2 Discussion

AAFM Chartered Wealth Manager (CWM) Certification Level II Examination CWM_LEVEL_2 Question # 14 Topic 2 Discussion

CWM_LEVEL_2 Exam Topic 2 Question 14 Discussion:
Question #: 14
Topic #: 2

Section B (2 Mark)

Major phases of budgeting process are:


A.

Assessing Current situation and recommendation of products


B.

Recommendation of products and Planning Financial direction


C.

Assessing current situation and planning financial direction


D.

None of the above


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