A standard rule-of-thumb with respect to data gathering is that the data should be sufficiently complete to enable the planner to do all except which of the following?
A) Evaluate the client's financial position
B) Determine the client's personality, dreams, and fears
C) Articulate short- and long-term goals
D) Formulate a set of strategies for helping the client achieve his or her stated goals
E) All are necessary functions
Correct Answer:
Verified
Q10: In the financial planning profession it is
Q11: Quantitative data includes which of the following?
A)
Q12: Describe specific activities within the financial planning
Q13: Qualitative data includes which of the following?
A)
Q14: You have asked John Client to come
Q16: Impressed with your presentation of the ten-step
Q17: In the Recommendations section of your plan,
Q18: When a financial planner designs a formal
Q19: Give examples of situations where the real
Q20: How does a financial planner qualify a
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