Exam (elaborations)
CFP: Fundamentals/Insurance questions with correct answers
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What are the 7 steps in the Financial Planning Process? CORRECT ANSWER 1) Understanding the client's financial circumstances 2) Identify goals 3) Analyze the client's current course of action and potential alternative course of action 4) Develop financial plan recommendations 5) Present recommendations 6) Implement recommendations 7) Monitor the plan Uber Is A Drunk Person's Immediate Motor vehicle Financial __________ REQUIRES Financial _____________; but not all Financial _________ REQUIRES Financial ______________ CORRECT ANSWER Planning REQUIRES Advice; not all Advice REQUIRES Planning Quantitative data vs. Qualitative data CORRECT ANSWER Quantitative = measurable numbers Qualitative = feelings
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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
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- Uploaded on
- October 19, 2023
- Number of pages
- 41
- Written in
- 2023/2024
- Type
- Exam (elaborations)
- Contains
- Questions & answers
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cfp fundamentalsinsurance questions with correct
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