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* The idea of this signature assignment is to make a financial plan for your cli

by | Jul 3, 2022 | Other | 0 comments

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* The idea of this signature assignment is to make a financial plan for your client(s) assuming you are a finanical planner.
* It should start with a case narrative (a story from you client, your client’s current financial situation, and what your client wants/financial goal).
* Then, you, as a financial planner, should conduct an analysis on your client’s current situation and potential issues.
* After getting more information about your client, you should use what you learned from this course to make financial recommendation to your client – what your client should do to achieve his/her goal, and whether he/she can achieve the goal or no.
* I would recommend you to find your own case, which can be yourself, your families or friends, or a case you find online. If you have trouble locating a good case narrative, please take a look on attached cases, and you can choose one from them.
Please I will send you the links case study Requirements & templates through emails
And some case Narratives you can use
And examples of Narrative and final report
Please I will send all the links through email and cheapest customer service will forward it for you.

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