Which of the following is true regarding establishing a relationship with a client?
A) The scope of engagement must be in writing and signed by both the Certified Financial Planner and the client
B) The Certified Financial Planner should identify the scope of engagement alone, after consulting with the client
C) The Certified Financial Planner should let the client know all compensation arrangements
D) The scope of engagement cannot change after the initial establishment of the relationship
Correct Answer:
Verified
Q9: Based on the CFP Board's Principles, which
Q10: The CFP Board requires that certificants do
Q11: Which of the following certificants is following
Q12: Which of the following is NOT a
Q13: According to the CFP Board's Code of
Q15: What, according to the Financial Planning Practice
Q16: During analysis and evaluation of the client's
Q17: Which of the following is true regarding
Q18: Which of the following is one of
Q19: What is the name of the committee
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