Examen
CFP - Fundamentals 7 Steps of the Financial Planning Process, Code of Ethics and Standards Exam Questions with Correct Answers
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7 Steps of the Financial Planning Process - ANSWER-1. Understanding the client's personal and financial circumstances (qualitative/quantitative information) 2. Identifying and selecting goals 3. Analyzing the client's current course of action and potential alternative courses of action 4. Develo...
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