Series 66 podcast · Episode 15
Client Profile Development
48 min of listening
Client Profiles & Financial Planning. Free audio, ready to play in your browser.
Pair listening with reading
Follow along with
the written unit.
Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:
- Financial Goals and Objectives
- Current and Future Financial Situation
- Risk Tolerance
- Time Horizon
- Nonfinancial Investment Considerations
- Client Data Gathering
Put this episode into practice with adaptive questions and flashcards in the full Series 66 course.