Under the CFP Board's Financial Planning Practice Standards, all the following actions must be taken by the financial planning practitioner before making a recommendation to a client, EXCEPT:

Answers:

A. Evaluate whether the client's goals can be met by the client's current course of action

B. Mutually define with the client the client's financial goals relevant to the engagement

C. Obtain sufficient quantitative information about a client relevant to the scope of the engagement

D. Advise the client that an unrealistic financial goal should be modified

Answer rating: 100% (QA)

B Mutually define with the client the clients financial goals relevant to the engagement The financi... View the full answer