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CFP-GEN: Mastering Personal Financial Statements: The Foundation of Financial Planning
Welcome to VoraPrep Audio. Personal financial statements are much more than a box-checking exercise for the exam. Let's see why. Imagine a new client, the Wilsons, sitting in your office. They make a quarter-million dollars a year. They have a great house. They feel like they're doing everything rig…
The skinny
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