Accounting Review Process. Accounting, Finance, SPSS Coursework (Coursework Sample)
The task was to answer questions related to financial review process, the steps, the important, and the benefit to the client.
source..You are required to attempt all the questions listed below:
1 Describe in your own words what is a review process and why financial advisers are required to carry out this process regularly?
Reviewing the process of financial planning is the steps that the financial advisor takes to look into the goals that have been set by the client in a way to determine if these goals are achievable and realistic as per the prevailing conditions such as the current financial crisis facing the country or the sector that the client is dealing in. This process involves looking into the client's earnings against the goals and adjusting them when there is a need according to the client's requirements to make them achievable without stress or failure in the future and to be achieved within a flexible time limit. The review activity is vital for the financial advisors to do regularly to support the client in planning and setting their goals and to guard them against facing preventable losses or failing to achieve their goals. That process also compares the client's plans and goals against the previously met goals to help determine if the goals are attainable.
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