Reference no: EM132929562
Problem 1: The CFP Board's Rule of Conduct related to step one of the financial planning process
a. Addresses the need to explain the financial planning process
b. Requires disclosure as to how the planner is compensation
c. Terms for offering proprietary products or involving third-party providers.
d. All of the above.
Problem 2: Socioeconomic descriptors could include
a. Demographics and Leisure activities
b. Income and lifestyle
c. Hobbies and Insurance
d. All of the above
Problem 3: Financial planners can help client's review several factors when evaluating insurance plans. These include:
a. Deductible, copayment, coinsurance, stop-loss limit
b. Lifetime max, annual limit, what's covered, access to preferred providers
c. Premiums, access to COBRA and HIPPA benefits
d. All of the above
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