In Those Cases in Which the Personal Financial Planner Isn't

Multiple Choice

In those cases in which the personal financial planner isn't acting as the investment manager,the planner should review the IPS to ensure it is properly integrated with the client's:

A) Investment plan.This is the responsibility of the investment manager.
B) Personal financial plan.
C) Risk management plan.This is part of the personal financial plan.
D) Tax plan.This is part of the personal financial plan.