1. What is personal financial planning?
2. Define the process of financial planning.
3. What are examples of internal data items collected from the client as part of the "understanding the client's personal and financial circumstances," or data gathering, part of the financial planning process?
4. What are examples of external data items required as part of the "understanding the client's personal and financial circumstances," or data gathering, part of the financial planning process?
5. List some important elements of a financial planning engagement letter.
6. What are some of the benefits a client receives from choosing to use a professional financial planner?
7. What is the job and economic outlook for the financial planning profession?

Answer rating: 100% (QA)

Personal Financial Planning Personal financial planning is the process of setting and achieving financial goals through the careful management of resources including income expenses investments and as... View the full answer