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Exam CWM_LEVEL_1 topic 1 question 7 discussion

Actual exam question from AAFM India's CWM_LEVEL_1
Question #: 7
Topic #: 1
[All CWM_LEVEL_1 Questions]

Under which of the following steps does the wealth manager develops a SWOT chart for the client?

  • A. Identifying Goals and Objectives
  • B. Identifying and Clarifying the Current Situation
  • C. Developing a Wealth Management Plan
  • D. Analysing Financial Issues
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Suggested Answer: B 🗳️
by gemazyni at April 6, 2025, 4:09 a.m.

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