easy · Certified Financial Planner General Principles
A planner is working with the Nguyen family on a comprehensive plan. After gathering data, the planner discovers that a specific insurance product would pay a higher commission than a lower-cost alternative that is equally suitable.
Which rank under Practice Standards governs this decision?
- Duty of loyalty.
- disclosure obligations.
- the practice standard requiring data gathering before recommendations.
- quantitative optimization only after higher duties are met.
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