medium · Certified Financial Planner General Principles
The Ruiz family has engaged a CFP® professional for comprehensive planning. During the intake, the planner identifies that the Ruiz's primary concern is their $450,000 mortgage at 6.8%. The planner's firm currently has a promotional contest offering a bonus for every ten clients who refinance through the firm’s affiliated lending partner.
Which rank of the Decision Hierarchy primarily governs the planner's conduct in this scenario?
- Rank 5: Constraint Satisfaction
- Rank 7: Quantitative Optimality
- Rank 4: Disclosure
- Rank 1: Duty of Loyalty
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