NISM Series XXV-B Practice Questions - NISM Series XXV-B Persons Associated With Investment Advice (Sales And Other Non-Core Services) Certification Exam

Which of the following is the first step in the personal financial planning process?

Establishing and defining the relationship with the client Gathering client data and determining goals Analyzing and evaluating the client's financial status Developing and presenting financial planning recommendations

Correct Answer:

Establishing and defining the relationship with the client

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