搜索结果: 1-1 共查到“Comprehensive Financial Planning”相关记录1条 . 查询时间(0.062 秒)
The Scope and Practice of Comprehensive Financial Planning: Survey Results, Current Standards, and Engagement Letter Recommendations
Comprehensive Financial Planning potential legal liability improving engagement
2011/8/20
This paper examines the issue of whether the adjective "comprehensive" is appropriate for describing professionals who provide financial planning advice to individuals. We first consider how the term ...