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ADVISING WORKSHEET Montana State University Billings Advising & Career Services Phone: 4066572240 Fax: 4066572302 advising@msubillings.edu www.msubillings.edu/advise/TRANSFER INSTITUTION(S):BACHELOR

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How to fill out advisors toolkit - advising

01

Log in to the advisors toolkit website using your credentials.

02

Navigate to the advising section of the toolkit.

03

Select the student profile you are advising.

04

Review the student's academic record and progress.

05

Recommend courses or other actions based on the student's needs and goals.

06

Save any notes or recommendations for future reference.

Who needs advisors toolkit - advising?

01

Academic advisors who are assisting students with course selection, academic planning, and goal setting.

02

Students who are seeking guidance on their academic progress and course choices.

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What is advisors toolkit - advising?

Advisors toolkit - advising is a set of tools and resources designed to assist advisors in providing guidance and support to clients.

Who is required to file advisors toolkit - advising?

Advisors and financial professionals who provide consulting services to clients are required to file advisors toolkit - advising.

How to fill out advisors toolkit - advising?

Advisors can fill out advisors toolkit - advising by completing the required forms and submitting relevant information and documentation.

What is the purpose of advisors toolkit - advising?

The purpose of advisors toolkit - advising is to ensure that advisors are providing clients with accurate and reliable guidance.

What information must be reported on advisors toolkit - advising?

Advisors must report information related to their clients, services provided, fees charged, and any conflicts of interest.

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