Question

The CFP Board asserts that following the financial planning process a.Determines whether or not a certificant is p...

The CFP Board asserts that following the financial planning process

a.Determines whether or not a certificant is providing financial planning services

b.Is optional, depending on the business model being followed by the certificant

c.Is a good idea and financial planners should have a goal of developing the skill necessary to follow the steps as career development.

d.Can occur even if essential elements are provided over time or are provided as distinct subject areas.

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Answer #1

option is D

Can occur even if essential elements are provided over time or are provided as distinct subject areas

Financial planning process can occurs if material elements of financial planning exists like Conducting detailed data-gathering, Analyzing a client's data and making recommendations, Providing investment advisory services in any subject area of financial planning.

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