Practice Quiz

Financial Planner

Category - General Principles of Financial Planning

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When were communication and counseling principles added to the Certified Financial Planner job task domains in the United States?
  1. 2000
  2. 2009
  3. 2012
  4. 2015
Explanation
Answer: C - In 2009, the Certified Financial Planner Board conducted a job analysis study and found that communication and counseling principles are instrumental in the financial planning process. In 2012, the CFP Board was able to add these principles to the job task domains in the United States.
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