Which of the following is are typically required of the financial planner during the implementation stage?

Question

Quizplus · Accepted Answer

During the implementation stage, financial planners typically need to coordinate with other financial professionals such as accountants and attorneys. They also need to select appropriate financial products based on the client's goals and risk tolerance. Therefore, both A and B are required. While rebalancing the investment portfolio can also be part of the implementation stage, it is not always necessary and therefore E is not the best choice.

Which of the Following Is Are Typically Required of the Financial