Question: (Published question released January, 1999) A client provides a current personal balance sheet to the financial planner during the initial data-gathering phase of the financial
(Published question released January, 1999)
A client provides a current personal balance sheet to the financial planner during the initial data-gathering phase of the financial planning process.
This financial statement will enable the financial planner to gain an understanding of all of the following, except the:
A. Diversification of the client’s assets B. Size of the client’s net cash flow C. Client’s liquidity position D. Client’s use of debt
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