BUSINESS CAPABILITY - Financial Planning Services
| Description | EN: Involves comprehensive financial planning services. This capability includes assessing clients' financial goals, creating personalized financial plans, and providing ongoing advice to help clients achieve their objectives in areas such as investments, retirement, and wealth accumulation. FR: Implique des services complets de planification financière. Cette capacité comprend l'évaluation des objectifs financiers des clients, la création de plans financiers personnalisés et la fourniture de conseils continus pour aider les clients à atteindre leurs objectifs dans des domaines tels que les investissements, la retraite et l'accumulation de patrimoine. |
|---|---|
| Name (FR) | Services de planification financière |
| Classifying categories | 
Wealth Management |
| Parent Maps | 
Wealth Management Services (from: 
Retail & Consumer Banking) |
| Packaging Library |
Retail & Consumer Banking |