They are asked to study financial capabilities of client, set accounting goals likewise and to determine the risks the client can take. (resumetemplate.org)
It represents one of the largest and most comprehensive financial capability studies in the country. (thegreenswan.org)
Poor financial capability in old age can have serious repercussions, causing people to make mistakes with credit, draw down retirement assets too quickly, and fall victim to financial predators. (tiaainstitute.org)