Practice Quiz

Financial Planner

Category - General Principles of Financial Planning

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When should you discuss a client’s financial goals?
  1. When gathering the client’s financial data
  2. When analyzing the client’s financial data
  3. After analyzing the client’s financial data
  4. After analyzing the client’s financial data and developing rough financial planning recommendations
Explanation
Answer: A - After you establish the terms of the financial planning relationship, begin gathering the client’s financial data. During this step of the process, you should not only obtain the client’s current financial information and any related documents, but you should discuss the client’s goals. This can include personal and financial goals, as well as the client’s needs and priorities.
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