Reference no: EM132929561
Problem 1: To define the financial planning relationship, the planner should utilize
a. A 4-color marketing brochure and a website the client can click through to learn all they want, if they want.
b. Disclosure documents and Contractual Documents which should be given to the client in hardcopy format and reviewed in sufficient detail to assure the client understands the practice and the responsibilities of each party.
c. The CFP Website, which provides a detailed description of the planning process and a form which the clients complete for the purpose of getting the engagement letter to their attorney for review.
d. A PowerPoint presentation detailing the financial planning process and the biographies of each of the planners in the firm along with a review of the results over the last 5 years for clients similar to the prospects.
Problem 2: There are documents, such as the planner's privacy statement, that should be
a. Customized for each client based on the terms of engagement.
b. Notarized by the office notary to signify the document represents the firms' policies.
c. Put onto a CD for the client to have at home and referenced at their convenience.
d. Signed by the clients to signify the terms were disclosed and discussed.
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