Series 66 podcast · Episode 14
Client Types
1h 0m of listening
Client Profiles & Financial Planning. Free audio, ready to play in your browser.
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Follow along with
the written unit.
Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:
- Individuals, Natural Persons, and Sole Proprietorships
- Business Entities
- Trusts and Estates
- Foundations and Charities
Put this episode into practice with adaptive questions and flashcards in the full Series 66 course.