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Financial Planning Challenge 2013 Phase 1: Written Financial Planning Case Study The first phase of the competition consists of a financial planning case study for two hypothetical clients. Students

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What is written financial planning case?

A written financial planning case is a document that outlines a detailed plan for managing an individual or organization's finances.

Who is required to file written financial planning case?

Individuals or organizations who want to create a comprehensive financial plan or seek financial advice may choose to file a written financial planning case.

How to fill out written financial planning case?

To fill out a written financial planning case, individuals or organizations should gather all relevant financial information, assess their financial goals and objectives, and document their strategies for managing income, expenses, investments, and savings.

What is the purpose of written financial planning case?

The purpose of a written financial planning case is to provide a roadmap for achieving financial goals, managing resources effectively, and making informed financial decisions.

What information must be reported on written financial planning case?

A written financial planning case typically includes information such as income sources, expenses, debts, assets, investment portfolios, and financial goals.

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