In establishing and defining the PFP engagement between the personal financial planner and the client, which of

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In establishing and defining the PFP engagement between the personal financial planner and the client, which of the following is not among the planner’s obligations, unless defined in the engagement?

A. Identifying the services to be provided.

B. Describing personal financial planner’s compensation arrangements.

C. Deciding on the time frame of the engagement.

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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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In establishing and defining the PFP engagement between the personal financial planner and the client, which of

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C Deciding on the time frame of the engagement In establis...View the full answer

Essentials Of Personal Financial Planning

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