{"id":19617,"date":"2013-05-09T16:16:46","date_gmt":"2013-05-09T10:46:46","guid":{"rendered":"http:\/\/vskills.in\/certification\/tutorial\/?p=19617"},"modified":"2024-04-12T14:15:47","modified_gmt":"2024-04-12T08:45:47","slug":"setting-goals-and-prioritization","status":"publish","type":"page","link":"https:\/\/www.vskills.in\/certification\/tutorial\/setting-goals-and-prioritization\/","title":{"rendered":"Setting Goals and Prioritization"},"content":{"rendered":"<p>\u00a0<\/p>\n<p>Setting goals according for the client in the wealth management process is most crucial as the manager\u2019s plan is based on the same. The goal may be tangible intangible in nature and these goals often vary from individuals to individuals at the various stages of life. The following are different stages.<\/p>\n<ul>\n<li><b>Short-term High Priority Goals: <\/b>These are the goals that comprise needs that have to met on a short term basis like investment in education for higher qualification or for housing loan.<\/li>\n<\/ul>\n<ul>\n<li><b>Long-term High Priority Goals: \u00a0<\/b>The goals are stretched over a long period of time, for example investment for higher education of a new born child.<\/li>\n<\/ul>\n<div class=\"apply\">\n<h3>Apply for Wealth Manager Certification Now!!<\/h3>\n<p><a href=\"http:\/\/www.vskills.in\/certification\/Certified-Wealth-Manager\">http:\/\/www.vskills.in\/certification\/Certified-Wealth-Manager<\/a><\/p>\n<\/div>\n\n\n<p><a href=\"https:\/\/www.vskills.in\/certification\/tutorial\/wealth-manager\/\" target=\"_blank\" rel=\"noreferrer noopener\">Go Back to Tutorial<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u00a0 Setting goals according for the client in the wealth management process is most crucial as the manager\u2019s plan is based on the same. The goal may be tangible intangible in nature and these goals often vary from individuals to individuals at the various stages of life. The following are different stages. Short-term High Priority&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"categories":[3344],"tags":[4997],"class_list":["post-19617","page","type-page","status-publish","hentry","category-wealth-manager-2","tag-setting-goals-and-prioritization"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Setting Goals and Prioritization - Tutorial<\/title>\n<meta name=\"description\" content=\"Setting Goals and Prioritization\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.vskills.in\/certification\/tutorial\/setting-goals-and-prioritization\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting Goals and Prioritization - 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