Question: The planner must obtain sufficient information ( both quantitative and qualitative ) from the client during the Data Gathering process of financial Planning. All of
The planner must obtain sufficient information both quantitative and qualitative from the client during the "Data Gathering" process of financial Planning. All of the following represents quantitative data collected from the client except:
List of family members, their age, health and education
The client's general attitude towards spending
Current statements on all bank accounts and investment accounts
The client's general attitude towards spending
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