Basic knowledge of Financial planning
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7 Concepts of Financial Planning
Concept 1 – You. Everyone is financially unique and financial planning needs to be tailored to you. ...
Concept 2 – How much. Understand how much money you need and whether you have enough. ...
Concept 3 – Time and expertise. ...
Concept 4 – Tax. ...
Concept 5 – Assets. ...
Concept 6 – Protect. ...
Concept 7 – Keep on track.
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