FINANCIAL PLANNING - a word almost overused by almost everyone in the financial services industry.
So what is Financial Planning? Is it a product? Is it a concept?
Financial Planning (FP) in its true meaning is a PROCESS towards achieving your financial goals or resolving your financial worries. Nonetheless, FP process can be categorized into key areas as per diagram attached
For more information, please do not hesitate to contact us for assistance.
No comments:
Post a Comment