CFP® professionals’ perceptions of establishing client relationships in a South African context
Orientation: A financial planning advice gap exists in South Africa because of the different cultures and their diverse financial needs and goals. Research purpose: To investigate the appropriateness of step one of the six-step financial planning process from a South African perspective, by conside...
| Main Authors: | , , |
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| Format: | Article |
| Language: | English |
| Published: |
AOSIS
2023-11-01
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| Series: | Journal of Economic and Financial Sciences |
| Subjects: | |
| Online Access: | https://jefjournal.org.za/index.php/jef/article/view/889 |