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UNIVERSITY PARA LA COOPERATION INTERNATIONAL (UCI)PLANNING OF A CUSTOMER MANAGEMENT SOFTWARE (CMS) FOR JAMES DUBLIN AND ASSOCIATESAMIAH CARRCASEYFINAL GRADUATION PROJECT SUBMITTED IN PARTIAL FULFILLMENT
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What is planning of a customer?
Planning of a customer refers to the detailed strategy or roadmap created by a customer to achieve their financial goals.
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Customers themselves are responsible for creating and filing their own planning.
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Information such as financial goals, income, expenses, assets, liabilities, investments, and timelines for achieving goals must be reported on planning of a customer.
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