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Applicant Checklist & Next Steps Financial Planning Association of Greater Phoenix Board of Directors2019 Service Earthen you for your interest in serving on the FPA of Greater Phoenix Board of Directors
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How to fill out financial planning challenge finalists

01
Review the requirements and guidelines for the financial planning challenge finalists.
02
Gather all necessary financial information and documents.
03
Create a detailed financial plan based on the given scenario.
04
Double-check and verify all calculations and figures for accuracy.
05
Present the financial plan in a clear and concise manner, highlighting key points and recommendations.
06
Submit the completed financial plan before the deadline.

Who needs financial planning challenge finalists?

01
Students studying finance or financial planning looking to showcase their skills and knowledge.
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Professionals in the financial planning industry seeking recognition for their expertise.
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Organizations or companies interested in identifying top talent in financial planning.

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The financial planning challenge finalists refer to the selected candidates or teams that have competed in a financial planning competition, showcasing their skills in developing comprehensive financial plans.
Participants who have been selected as finalists in the financial planning challenge are required to submit their financial plans for evaluation.
To fill out the financial planning challenge finalists, participants should follow the provided guidelines, include relevant financial data, and ensure the submission is complete and meets the criteria outlined in the competition rules.
The purpose of the financial planning challenge finalists is to assess the participants' ability to create effective financial plans, promote learning, and recognize outstanding talent in the field of financial planning.
The information that must be reported includes the financial plans developed, supporting analysis, relevant assumptions, and any necessary documentation that demonstrates the planning process.
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