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Financial Planning Competency Handbook, 2nd Edition by CFP Board

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CHAPTER 78 Gathering Data from Clients:: Insights from Cognitive Task Analysis and Requirements Engineering

Kelly S. Steelman, PhD

Michigan Technological University

Jason S. McCarley, PhD

Flinders University

John E. Grable, PhD, CFP®

University of Georgia

Lance Palmer, PhD, CPA, CFP®

University of Georgia

Dave Yeske, DBA, CFP®

Golden Gate University

Charles R. Chaffin, EdD

CFP Board

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