标题: IPS structured approach to facts in vignette and checklist [打印本页] 作者: cfa10yrplan 时间: 2013-4-4 09:45 标题: IPS structured approach to facts in vignette and checklist
Trying to work out a structured approach to deal with risk objective
and looking at a checklist for the information in the vignette.
to try and make it less subjective .
Age
wealth
source of wealth
expenses
willingness
ability作者: bbtomato 时间: 2013-4-4 09:50
