easy · Certified Financial Planner Risk Management
Based on CFP Board Practice Standards CFP Board Practice Standards
What rank is 'completing data gathering before recommendations,' and what does it imply for a planner whose client asks for a disability insurance recommendation?
- client constraintsmore important than following the seven steps.
- the applicable professional standard; the planner's loyalty to the insurance company takes precedence over the client's needs.
- the applicable professional standard; the planner must not offer a recommendation before gathering data and quantifying goals.
- quantitative optimization only after higher duties are metportant factor in selecting a policy.
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