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CFP financial planning Study Guide

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6 Stages of Financial Planning CORRECT ANSWER 1. Establish client planner relationship. 2. Gather data and objectives. 3. Analyze and Evaluate financial status. 4. Develop plan and present recommendations. 5. Implement. 6. Monitor. Disposable Income (DI) CORRECT ANSWER PI - personal taxes GDP does not measure CORRECT ANSWER Utility/usefulness Per capital output What is produced or how it is allocated Quality of output Nonpaid productive output (like people mowing their own lawns) Unreported income (the underground economy)

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CFP - Certified Financial Planner
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Uploaded on
October 19, 2023
Number of pages
50
Written in
2023/2024
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  • cfp financial planning study guide
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