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Financial Planner

Category - General Principles of Financial Planning

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Which of the following is NOT one of the three forms of change that clients turn to financial planners to help manage?

Environmental
Preferred
Volitional
Life Cycle

Explanation

Answer: B - Clients usually turn to financial planners to help manage one or more of three types of change: environmental, volitional, and life cycle.

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Financial Planner

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