hard · Certified Financial Planner Investment Planning
A planner determines that a client's emergency fund of $5,000 is insufficient for their $6,000 monthly expenses. The client insists on investing their $10,000 year-end bonus into a volatile cryptocurrency.
Which guideline governs the planner’s recommendation?
- H1: gather relevant data before acting
- H6: address risk and cash-flow needs before seeking return
- H7: The Client’s the client's stated goals and constraints govern
- H2: The duty of loyalty
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