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A Financial Planner Establishes the Scope of the Activity During

Question 2

Multiple Choice

A financial planner establishes the scope of the activity during the personal financial planning process through:


A) Determining the number of people in the household.
B) Defining the specific financial planning services that will be provided.
C) Determining the cash inflow to the household.
D) Determining the number of years until the client expects to retire.
E) None of the above.

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