Which of the following is true regarding developing a client's financial planning recommendations?
A) You should not consider the client's current course of action when developing financial planning recommendations.
B) You cannot provide a general recommendation; all recommendations must be specific.
C) Your recommendations may differ from other practitioners, as long as they reasonably meet the client's goals.
D) After considering recommendations, you can never request that a client change one of the mutually agreed goals.
Correct Answer:
Verified
Q12: Which of the following is NOT a
Q13: According to the CFP Board's Code of
Q14: Which of the following is true regarding
Q15: What, according to the Financial Planning Practice
Q16: During analysis and evaluation of the client's
Q18: Which of the following is one of
Q19: What is the name of the committee
Q20: Which of the following is NOT grounds
Q21: If the DEC determines that suspension is
Q22: When the CFP Board Counsel receives information
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