APEC - Counselling through the Financial Planning Process
The objectives of this module are to enhance the small business counsellor's understanding of financial statements so they can assess the financial position of their clients; cash flow forecasting and the importance of this financial technique to small business; the importance of record keeping/accounting and how to assist their client select a system that best suits their needs and the importance of maintaining an inventory of financial institutions and programs as well as associated eligibility.
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