Certified Financial Planner Assignment, UTAR, Malaysia Some weeks ago, you (Danny Lim) a Certified Financial Planner (CFP) and a licensed Financial Planner met your old friend
Some weeks ago, you (Danny Lim) a Certified Financial Planner (CFP) and a licensed Financial Planner met your old friend Petros Pang and his petite wife Lydia Pang at the local Golf Club. After drinks and snacks, Petros and Lydia asked if you could help guide them in their financial journey. They confess that until …