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Certified Personal Financial Advisor (CPFA)
Assess your knowledge of each chapter of this workbook by using Wealth Academy’s Quick ‘n’ Easy Guide.
Chapter 1:Concept of Financial Planning
Chapter 2:Managing Investment Risk
Chapter 3:Measuring Investment Returns
Chapter 4:Investment Vehicles
Chapter 5:Investment Strategies
Chapter 6:Insurance planning
Chapter 7:Retirement Planning
Chapter 8:Tax and Estate Planning
Chapter 9:Need for Regulation
Chapter 10:2 Mark Questions (across all 9 chapters above)

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