Step 3: Analyze data - Answer✔✔-• Identify strengths and weaknesses
• Analysis of current position
• Should be based on realistic assumptions
Step 4: Develop Plan - Answer✔✔-• Objective
• Should be presented to client
• Mutually decide on revisions
• Prioritized list of implementation steps and timing
Step 5: Implement - Answer✔✔-• Work closely with other professional team members
• Help client with product acquisitions
Step 6: Monitor - Answer✔✔-• Fed tax changes
• Economic changes
• Modifications to plan
Topic 2: Code of Ethics & Professional Responsibility + Disciplinary Rules Procedures -
Answer✔✔-...
Aspirational Principles - Answer✔✔-• Integrity
• Objectivity
• Competence
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