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What is the scope of duty of a CFPCM Professional?

April 26, 2017CFPCM duty professional SCOPE

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What is the scope of duty of a CFPCM Professional?

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A CFPCM professional is one who is trained and is competent to recommend the full range of financial product to match the needs of his/her clients. He would also be able to prepare, in accordance with international standards, comprehensive financial plans for individuals.