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Please can someone Help

Discussion in 'Financial Planning' started by Buster1, 26th Feb, 2010.

  1. Buster1

    Buster1 New Member

    26th Feb, 2010
    I am stuck with one of my questions on my assignment.

    I have to complete three qustions to encourge the client to clarify or elaborate on his short, medium and long term goals and objectives in 100 words any suggestions?:confused::eek:
  2. CJ. Wentworth

    CJ. Wentworth Well-Known Member

    9th Mar, 2008
    Cairns, QLD
    Hi Buster, I'm assuming that this is for FFP (Foundations of Financial Planning).

    I did Entry Level Competencies (which turned into FFP) but this question was not part of it.

    I assume that what they'll be after are open ended questions i.e. something that cannot be answered with one word.

    Do you like icecream? Yes/No = closed question

    What kind of icecreams do you like?

    So maybe something along the lines of...

    You've mentioned you would like to go on holiday in 3 years, how long do you plan on being away? What plans have you made for your holiday? What would you like to do while on holiday?