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Financial Planner

Category - General Principles of Financial Planning

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What types of information should you analyze about the client’s current financial situation?

Tax strategies
Liabilities/expenses
Insurance coverage
All of the above

Explanation

Answer: D - When gathering information about the client’s current financial situation, you should gather and analyze all aspects. This can include all income the client receives, all expenses the client has (including personal and business expenses), insurance coverage, tax strategies, and any current investments.

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Financial Planner

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Financial Planner

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