CRPC Module 1 exam 2023/2024 with 100% correct answers

Retirement Planning Process Steps - correct answer EGADIM (EGAD I Made it) Establish Client Relationship Gather Data Analyze Data Develop Plan Implement Plan Monitor Plan Step 1 Retirement Planning Process - correct answer Establish Client Relationship Based upon trust and a mutually defined understanding of the scope of services to be offered Perception of trustworthiness Identifying the services to be provided Disclosing the counselor's compensation arrangement Determining each parties responsibilities Establishing the duration of the engagement Step 2 Retirement Planning Process - correct answer Gather Data Ran unprocessed materials Needed to form valid goals and expectations Family Income Assets Debts Time horizons H