Webinar 1: What makes good cash flow modelling software

After completing the webinar you should complete this quiz and nominate whether you want CPD Points for AFA or FPA.  Notify glenis.phillips@financialmappers.com.au when you have completed the quizz.

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* 1. An Activation Box is used to:

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* 2. Which of the following would not be considered a Lifestyle Goal

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* 3. Which of the following are Milestones?

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* 4. To give a complete assessment of your clients needs, investment targets should be set for:

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* 5. Personal and Investment Cash Flows are separated in the software.  Which of the following is consider a personal cost?

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* 6. Which organization would you like your CPD Certificate? (Please advise by email - glenis.phillips@financialmappers.com.au.

0 of 6 answered
 

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