Exam (elaborations)
FINP 235 / Finding a Good Financial Planner / Video Notes & Study Guide / 2025 Update / Score 100%
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Pages
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A+
Uploaded on
09-01-2026
Written in
2025/2026
Master the key lessons from FINP 235 on selecting a qualified financial planner with these comprehensive 2025 video notes and study guide. This resource summarizes video content on credential evaluation (CFP, CFA), fee structures, fiduciary duty, interview questions, and regulatory oversight. Enhance your understanding with organized notes, discussion prompts, and a test bank to ace your assignments and apply these critical client-advisor principles in real-world scenarios.
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Institution
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Written for
- Institution
- Financial
- Course
- Financial
Document information
- Uploaded on
- January 9, 2026
- Number of pages
- 4
- Written in
- 2025/2026
- Type
- Exam (elaborations)
- Contains
- Questions & answers
Subjects
- finding a good financial
- video notes study guide
- client advisor interview
-
finp 235 financial planner
-
fiduciary duty fee structures
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