Course Content
Lesson 3 – Income, Assets & Disclosure
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Income, Assets & Disclosure
SECTION 1 – WHY INCOME, ASSETS & DISCLOSURE MATTER
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Lesson 3
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Why Lesson 3 Is Critical
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Consultant Accountability
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Disclosure Is a Legal Concept
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Learning Outcomes
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Ground Rules for Lesson 3
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Consultant Mindset Shift
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Reflection Prompt
SECTION 2 – INCOME
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Why Income Matters
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Types of Income to Capture
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Employment Income Details
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Self-Employment Income
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Government Benefits & Support
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Support Payments
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Variable & Irregular Income
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Income Red Flags
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Documentation Expectations
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Income Reflection
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Income Summary
SECTION 3 – ASSETS
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Why Assets Matter
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Common Asset Categories
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Real Estate
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Vehicles
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Secondary Assets
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Investments & Savings
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Business Assets
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Asset Red Flags
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Asset Reflection
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Asset Summary
SECTION 4 – DISCLOSURE & DOCUMENTATION
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What Disclosure Means
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Why Clients Withhold Information
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Consultant Role in Disclosure
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Documentation Best Practices
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Escalation Triggers
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Disclosure Consequences
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Disclosure Reflection
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Disclosure Summary
SECTION 5 – LESSON 3 CONSOLIDATION
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Lesson 3 Key Takeaways
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Readiness Check
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Knowledge Check Instructions
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Transition to Lesson 4
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