))
[Investment] 9, Investment Policy Statement
Manage episode 476536720 series 3625238
Content provided by Ran Chen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ran Chen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Guides investment decisions by outlining client objectives, risk tolerance, and constraints. --
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.
--
More Exam Prep Content Visit: https://open-exam-prep.com/
149 episodes
Share
