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Jason has recently received a profession certification as a Certified Financial Planner. Today he will be meeting his first clients as a professional financial planner. What steps should he follow to ensure effective financial planning for his clients?

seek client’s data and understand client’s goals
define the scope and limitation of financial advice
analyze client’s data and goal alignment
follow the financial planning options
provide financial options process and progress monitoring

Respuesta :

Answer:

1) define the scope and limitation of financial advice

2) seek client’s data and understand client’s goals

3) analyze client’s data and goal alignment

4) provide financial options

5) follow the financial planning options

6) process and progress monitoring

Explanation:

bc it's what the notes said :)

The first step in the financial planning process is to “Understand the client's current personal and financial circumstances.”

  • seek client’s data and understand  client’s goals
  • analyze client’s data and goal alignment
  • follow the financial planning options
  • provide financial options process and progress monitoring

What is the financial planning process?

Financial Planning

It is the long-term method of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life. In order to create a sound financial plan, goals must first be established.

What are the 5 steps in the planning process?

  • Determine your strategic position.
  • Prioritize your objectives.
  • Develop a strategic plan.
  • Execute and manage your plan.
  • Review and revise the plan

To learn more about the financial planning process, refer

https://brainly.com/question/1985202

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