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Siham Amer's image
Question added by Siham Amer Financial Analyst Noor Al Hikmah Group
5 years ago

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

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Financials
Financial Planning
Financial Planning and Analysis
Finance
Finance Management
Banking &amp Finance

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

Ashraf E. Mahmoud (PhD)'s image  
Answer added by  Ashraf E. Mahmoud (PhD), University Lecturer, Freelancer Consultant and Trainer for Int'l Business & Banking TF., FreeLancer
5 years ago

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. ... See More

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Financials
Financial Planning
Financial Planning and Analysis
Finance
Finance Management
Banking &amp Finance

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

Abid Ali's image  
Answer added by  Abid Ali, Accountant, STC
5 years ago

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

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