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4 Νοε 2024 · CMFAS Module 5 (Rules And Regulations For Financial Advisory Services) Past Paper, Mock Paper, Exam Bank and Questions Bank. Updated Frequently with Instant Access. Free Preview available and Pass Guarantee
The Module 5 Exam applies all persons who wish to provide any of the following financial advisory services: - Advise on securities and / or futures; - Advise on and / or arrange life insurance (whether or not include investment-linked policies);
CMFAS M5 Mock Questions/ Practice Questions. Rules and Regulations for Financial Advisory Services. Free Chapter free trial available.
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Program used to operate a computer and perform functions. Used to save, retrieve, and use data, such as computer chips, CDs, DVDs, hard drives, and magnetic tape.
What are the stages of needs analysis? I. Establish and define client-representative relationship. II. Gather data, including goals. III. Analyse and evaluate financial status. IV. Develop and present recommendations. What are the features of stage one of need analysis? I. Meeting the client to introduce your company. II.
