Exam (elaborations)
Module 9 Chapter 4 Exam Questions and Answers
- Course
- Institution
Who does the CFP Board define as fiduciaries? - ANSWER-CFP professionals who are financial planners, or provide any sort of advice, or conduct "material elements" of financial planning. What are the 4 material elements of a financial planner? - ANSWER-1. Client's intent in engaging the CFP 2. N...
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