Exam (elaborations)
CFP exam questions with correct answers
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Topic 1: Financial Planning Process CORRECT ANSWER ... 6 step process: EGADIM CORRECT ANSWER 1. Establish Relationship 2. Gather Information 3. Analyze data 4. Develop plan 5. Implement 6. Monitor Step 1: Establish Relationship CORRECT ANSWER • Services that will be provided • compe...
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