Practice Quiz

Financial Planner

Category - General Principles of Financial Planning

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At what point in the financial planning process should you and the client determine how you will be paid?
  1. After you analyze the client’s financial status
  2. When you present your recommendations to the client
  3. When you establish the relationship with the client
  4. After you gather all the client’s data
Explanation
Answer: C - Before you do any work with the client, you should determine how you will be paid. This is before you gather or analyze any data. Discuss payment with the client when you are establishing the relationship.
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