Consistent with RG 168, when documenting the SOA financial planners should:

Name: Consistent with RG 168, when documenting the SOA financial planners should:
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According to RG 168, when documenting the SOA, financial planners should use plain English consistent with the language of the client. They should also note that the central focus of the SOA should be the client and not the financial planner's range of technical skills. Therefore, the best choice is option D - both b and c.

Consistent with RG 168, When Documenting the SOA Financial Planners