Please click on ‘Start Assessment’
You will be asked 7 questions and have 15 minutes to complete this assessment with a required pass mark of 85%
0 of 7 Questions completed
You have already completed the assessment before. Hence you can not start it again.
Assessment is loading…
You must sign in or sign up to start the assessment.
You must first complete the following:
0 of 7 Questions answered correctly
Time has elapsed
You have reached 0 of 0 point(s), (0)
Earned Point(s): 0 of 0, (0)
0 Essay(s) Pending (Possible Point(s): 0)
A schedule of works is…
Which two booklets will you be using in the Sketch Discussion?
(Select 2 answers)
What is the end goal of the Sketch Discussions?
Where do Sketch Discussions sit on the PlanHappy Lifestyle Financial Planning journey?
A Sketch Discussion should be about….
Revelations to the client in the Sketch Discussion can often lead to which element being revisited?
How many Sketch Discussion sessions might you do with a client?