certified financial planning

Hi. I need help with Question 1only on page page 13. A similar example of how to complete the question is given on Page 11 and 12. It is a client scenario situation where I am just organising the information collected from the client in 5W-1H way ( Who, What, When, Where, Why and How). There is no calculation involved. You will have to read the case information on Page 7,8,9.I have attached the case. Thank you.
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