Fp1 chapter 1 - Study guides, Class notes & Summaries
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FP1 - Chapter 1 Questions With 100% Correct Answers.
- Exam (elaborations) • 3 pages • 2023
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What is the role of the advisor? - It is to take the client-driven approach, and building-relationship 
approach. 
Focus on the goal, identify barriers, provide product and service to meet the client needs. 
What is Providing financial advice? - It is the method you use to assess client's situation. Define 
their goals , prioritize them and develop strategies to meet them. 
What is the "FULL SERVICE OFFER"? - It is the level of service that takes in consideration the 
client's needs, as you ...
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