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ADVISORADVISEE CONTRACT Advising: Go with the Flow is a two-way interaction in which the advisor and the advisee work together to achieve the shared goal of timely graduation for the student. Both
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The 7617 advising handbook is needed by students who require guidance or counseling related to academics, career choices, course selection, or other advising services. This handbook serves as a tool for both advisors and students to communicate effectively and outline a plan for academic success.
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7617 advising handbook is accompanied with information on compliance requirements and best practices for advisors.
Advisors who provide investment advice to clients are required to file 7617 advising handbook.
Advisors must provide detailed information on their compliance procedures and practices when filling out 7617 advising handbook.
The purpose of 7617 advising handbook is to ensure that advisors are following compliance regulations and best practices in their advisory services.
Advisors must report information related to their compliance procedures, client interactions, and business practices on 7617 advising handbook.
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