Client Based Investment Management Planning Diagram Ppt Presentation

Rating:
90%
Instant
Download
100%
Editable
Compatible with
google slide
Favourites
Loading...

Features of these PowerPoint presentation slides:

This is a client based investment management planning diagram ppt presentation. This is a ten stage process. The stages in this process are investment management, income and expenditure, current savings and assets, long term care needs, protection planning, charges and flexibility, post retirement planning, risk sensitivity, future cash flows, tax and trusts, pre retirement planning, investment management.

People who downloaded this PowerPoint presentation also viewed the following :

Ratings and Reviews

90% of 100
Write a review

Most Relevant Reviews

  1. 80%

    by Monga

    Illustrative design with editable content. Exceptional value for money. Highly pleased with the product.
  2. 100%

    by Sumit Kumar

    Top Quality presentations that are easily editable.
per page: