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No. PLG(F)Skill Development(RFD)201112Government of Himachal PradeshPlanning DepartmentFromAdviser (Planning)Himachal Pradesh,Shimla171002To Dated Shimla171002 July, 2011Subject: Workshop on ResultsFramework
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Adviser planning involves setting and achieving financial goals, creating investment strategies, and providing guidance on financial matters.
Advisers, financial planners, and anyone managing client's investments are required to file adviser planning.
Adviser planning can be filled out by gathering client financial information, setting goals, developing strategies, and regularly reviewing and updating the plan.
The purpose of adviser planning is to help clients achieve their financial goals, manage risk, and make informed investment decisions.
Information such as client's financial situation, investment objectives, risk tolerance, and recommended investment strategies must be reported on adviser planning.
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