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Financial planning refers to the process of managing personal finance for individuals and families. It covers personal budgets, income and expenses, personal taxation, insurance, real estate, investments, estate planning and retirement planning. The role of a financial planner is to evaluate one’s financial condition, objectives, constraints and obligations with both short-term and long-term perspectives. The financial plan must be flexible and prepared for the sole benefit of the client and heirs. Ethics are paramount in the field of financial planning.
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