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Aurora

1 April, 10:29

Which of these are the six steps of the financial planning (FP) process?

define scope-understand client goals-analyze client records-suggest FP options-follow the options-monitor progress

provide options - analyze data-seek client records-define scope-follow options-monitor progress

seek client records-define scope-analyze data-provide options-monitor progress-follow options

seek client records - define scope-monitor progress-provide options-follow options-analyze data

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