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Financial Planner

Category - General Principles of Financial Planning

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What is always the last step in financial planning?

Gathering data
Analyzing financial status
Implementing a plan
Monitoring a plan

Explanation

Answer: D - While you may go back through steps in the future, you and/or the client should always monitor any recommendations you make and agree to implement. You may need to analyze the status and implement further plans as part of monitoring the financial plan later.

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Financial Planner

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