Pre-Winter Sale Limited Time 65% Discount Offer - Ends in 0d 00h 00m 00s - Coupon code: pass65

CISI International Certificate in Wealth & Investment Management ICWIM Question # 5 Topic 1 Discussion

CISI International Certificate in Wealth & Investment Management ICWIM Question # 5 Topic 1 Discussion

ICWIM Exam Topic 1 Question 5 Discussion:
Question #: 5
Topic #: 1

Which of the following forms part of the Financial Planning Standards Board’s six-step process for financial planning?


A.

Analyse client’s financial status


B.

Challenge client’s risk appetite


C.

Minimise client’s tax burden


D.

Organise client's financial affairs


Get Premium ICWIM Questions

Contribute your Thoughts:


Chosen Answer:
This is a voting comment (?). It is better to Upvote an existing comment if you don't have anything to add.