Exam (elaborations)
CFP exam questions with correct answers
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Topic 1: Financial Planning Process CORRECT ANSWER ... 6 step process: EGADIM CORRECT ANSWER 1. Establish Relationship 2. Gather Information 3. Analyze data 4. Develop plan 5. Implement 6. Monitor Step 1: Establish Relationship CORRECT ANSWER • Services that will be provided • compensation/billing • Responsibilities of both client/planner • Time frame of relationship Step 2: Gather quantitative and qualitative data CORRECT ANSWER • It is important that goals be defined before any recommendations • A goal should be specific, prioritized and quantified • Fact finder form
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Institution
CFP - Certified Financial Planner
Course
CFP - Certified Financial Planner
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Written for
- Institution
- CFP - Certified Financial Planner
- Course
- CFP - Certified Financial Planner
Document information
- Uploaded on
- October 19, 2023
- Number of pages
- 12
- Written in
- 2023/2024
- Type
- Exam (elaborations)
- Contains
- Questions & answers
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cfp exam questions with correct answers
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