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Client Engagement Strategies Assignment Advanced Diploma

Discussion in 'Financial Planning Study Group' started by #Novice, 25th Aug, 2017.

  1. #Novice

    #Novice Member

    Joined:
    25th Aug, 2017
    Posts:
    8
    Location:
    VIC
    Hi, currently doing Advanced Diploma of Financial Planning through Kaplan. Trying to do the Client Engagement Strategies assignment and need a little clarify on Activity 7 part 1. Just wondering if anyone else has completed this and willing to offer some help.

    Cheers