❏ Meet with your mentor to discuss financial planning and management skills
- Due on
- Notes
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Discuss: In what areas of financial planning and management do you feel you have strong capabilities? And in what areas do you feel you need to build your skills? Share your responses with your mentor. Consider areas you are strong relative to financial planning and areas where you would need to continue learning, and strategies for doing so. Discuss the importance of this skill set in the workplace or when serving in a specific role (e.g. Executive Board position or senior management).