The CPA/PFS Should Document Their Understanding of the Implementation Engagement,including

Multiple Choice

The CPA/PFS should document their understanding of the implementation engagement,including the roles and responsibilities of the CPA/PFS,the client,and other service providers.Documentation should include all of the following except:

A) Client's evaluation of progress toward achieving the client's financial planning goals,including whether the client's existing financial plan and specific financial recommendations should be updated.
B) Criteria that are important to the achievement of the financial planning goals being monitored.
C) Frequency and time period of measuring the clients progress toward reaching the stated goals.
D) Utilization of monitoring criteria that are appropriate to,and consistent with,the criteria used to establish the goals being monitored.