找回密码
立即注册
首页AssignmentFINS5510 Personal Financial Planning 22T3 Adviser Engagement Assignment
Unlocker

文档

808

关注

0

好评

0
DOCX

FINS5510 Personal Financial Planning 22T3 Adviser Engagement Assignment

阅读 876 下载 22 大小 19.64K 总页数 4 页 2023-07-14 分享
价格:¥ 4.00
下载文档
/ 4
全屏查看
FINS5510 Personal Financial Planning 22T3 Adviser Engagement Assignment
还有 4 页未读 ,您可以 继续阅读 或 下载文档
1、本文档共计 4 页,下载后文档不带水印,支持完整阅读内容或进行编辑。
2、当您付费下载文档后,您只拥有了使用权限,并不意味着购买了版权,文档只能用于自身使用,不得用于其他商业用途(如 [转卖]进行直接盈利或[编辑后售卖]进行间接盈利)。
3、本站所有内容均由合作方或网友上传,本站不对文档的完整性、权威性及其观点立场正确性做任何保证或承诺!文档内容仅供研究参考,付费前请自行鉴别。
4、如文档内容存在违规,或者侵犯商业秘密、侵犯著作权等,请点击“违规举报”。 5. 使用技巧:如您喜欢某个文档,想要查找与其同系列的文档,可尝试更换文档链接的数字来查找,如https://www.studyokk.com/doc-view-380html可以尝试更换链接中的数字为381、382、383即为同一系列的相关文档。
Please submit in Microsoft Word format with filename: zID Adviser Engagement.docx University of New South Wales FINS5510 Personal Financial Planning 22T3 Adviser Engagement Assignment Template version 1.0 Student details: Student ID: Replace this text with your UNSW student zID Given name: Replace this text with your given name (UNSW student records) Family name: Replace this text with your family name (UNSW student records) Word counts: Question 1 829 Question 2 622 Student declaration: ☒ This assessment is my work and has not been done in collaboration with anyone else. 2 Question 1 Both Tristan and Jeremy attempted to build a deep understanding of the client's situation, needs, objectives, financial literacy, and risk tolerance in their good versions. In their good versions, the two financial advisors allow their clients to express themselves vividly, encouraging them to be more open as possible. Through the clients' communication opportunity, clients open up to the financial advisors about their problems, and objectives, thus giving them a chance to understand the client's financial needs. The financial advisors develop a deeper understanding of these situation ...
文档评分
    请如实的对该文档进行评分
  • 0
发表评论

QQ|Archiver|小黑屋|StudyOkk |网站地图

GMT+8, 2024-12-22 09:49 , Processed in 0.022970 second(s), 26 queries .

Powered by Discuz! X3.5

© 2001-2024 Discuz! Team.

返回顶部