Practice Quiz

Financial Planner

Category - General Principles of Financial Planning

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Who should implement any recommendations you present to the client?
  1. A third party, to whom you refer the client
  2. You, as the financial planner
  3. The client
  4. The person agreed to by you and the client, whether it is you, the client, or you acting as a coordinator
Explanation
Answer: D - After you and the client agree on a financial plan, you should agree on how your recommendations should be carried out. You can do this for the client, the client can implement the plan for himself, or you can act as a coach. In the role of a coach, you would assist the client by coordinating the process with the client and other financial professionals.
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