Prüfung
Module 9 Chapter 4 Exam Questions and Answers
- Kurs
- Hochschule
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...
[ Mehr anzeigen ]