The Client Engagement Assignment is an individual assignment, and it involves watching some videos of financial advisers interacting with clients and answering some questions about best practices and skills.
The Client Engagement Assignment is an individual assignment, and it involves watching some videos of financial advisers interacting with clients and answering some questions about best practices and skills. Learning about the skills required to work in the financial planning industry is an important component of this course. The objective of this assessment is to assess your ability to identify some important best practices and skills when providing financial advice to clients
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