Hi,

I got a tranee job as a Financial Advisor. I was asked to prepare my business plan. Pleas, maybe someone out there would know how to creat a business plan for a Financial Advisor. I am open to your sugestions and advises.

Thank you,

R.

What is your charter of duties?

Some people draw your charter of duties and tragets from the same biz plan. It is a document that will explain your understanding of the company business, what opportunities are there, and how do you intend to contribute to the company.