chartered wealth manager accredited financial analyst financial planner ISO 9001 Accredited Certification Body Training 

AFA Accredited Financial Analyst - Financial Planner Certified Chartered Certifications ™

 
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_____ 

   

 

Expenses:  

 

Savings 

_____ 

Investments 

_____ 

Housing: 

 

   rent or 

 

   mortgage 

_____ 

   electricity 

_____ 

   gas/oil 

_____ 

   telephone 

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