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What type of information do I have to provide to my financial planner?

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تم إضافة السؤال من قبل Siham Amer , Financial Analyst , Noor Al Hikmah Group
تاريخ النشر: 2018/12/12
Ashraf E. Mahmoud (PhD)
من قبل Ashraf E. Mahmoud (PhD) , University Lecturer, Freelancer Consultant and Trainer for Int'l Business & Banking TF. , FreeLancer

Thanks for invitation,

THe main information that have to provide to the financial planner are:

1- Profit and loss statement.

2- Cash flow statement.

3- The balance sheet.

4- Sales Forecast.

5- Concerned business ratios.

6- The project Break even point.

7- Personnel plan. 

Abid Ali
من قبل Abid Ali , Accountant , STC

https://www.forbes.com/sites/brianthompson1/2017/10/08/10-questions-your-financial-advisor-should-ask-you/#2ff5e865159d

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