Which of the following best describes the CFP Board's definition of financial planning?
A) Financial planning is a one-time activity that involves recommending products to clients.
B) Financial planning is an integrative process in which the planner helps the client achieve their goals.
C) In order for an engagement to be considered financial planning, it must include all core subject areas i.e., cash and debt management, risk management, funding education, investments, income tax, retirement planning and estate planning) .
Correct Answer:
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Q1: Which of the following is not one
Q2: What credentials and experience are desirable for
Q3: Why would a financial planner want or
Q4: Which organization designs, tests, and grants the
Q6: Financial planning is a dynamic, integrative process.
Q7: Describe the major emerging trends in financial
Q8: What are the key content areas of
Q9: In which stage of the economic life
Q10: Which of the following is an example
Q11: Is it possible for a financial planner
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