A member lists CPA/PFS credentials on business cards and the company website. Which of the following activities

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A member lists CPA/PFS credentials on business cards and the company website. Which of the following activities is not covered by SSPFPS No. 1?

A. Advising a client regarding income tax matters that result in a personalized recommendation.

B. Business valuation services that result in a personalized recommendation.

C. Education-related discussions that result in a personalized recommendation.

D. Mechanical computations that result in a personalized recommendation.

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Essentials Of Personal Financial Planning

ISBN: 9781945498237

1st Edition

Authors: Susan M. Tillery, Thomas N. Tillery

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Question Posted: Apr 07, 2024 11:00 AM

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A member lists CPA/PFS credentials on business cards and the company website. Which of the following activities

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The correct answer is D Mechanical computations that result in a personalized recommendation SSPFPS ...View the full answer

Essentials Of Personal Financial Planning

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