CMFASExam

Cmfas M5 Quiz 30 Covered-
Needs Analysis :-
Key Learning Points :
Stage Two – Gather Data, Including Goals:
Fact-Finding
Stage Three – Analyse And Evaluate Financial Status:
Identify And Quantify Client’s Needs
Stage Four – Develop And Present Recommendations:
Product Recommendations
Stage Five – Implement Recommendations:
Types Of Products Available To Meet Client’s Needs
Presenting Your Recommendations
Stage Six – Review With Client Periodically:
Benefits Of Periodic Client Review Appendix