Question: 2. Information recorded on a data gathering instrument should include: A. Financial and non-financial information relating to the client's current circumstances B. Future assumptions


2. Information recorded on a data gathering instrument should include: A. Financial and non-financial information relating to the client's current circumstances B. Future assumptions concerning inflation and investment earning rates C. Analysis of insurance adequacy D. Projections of net worth at the expected retirement age 3. Which of these is an example of a good use of body language? A. Sitting with arms uncrossed in client interviews B. Using clear language in explanations of technical matters C. Providing relevant diagrams in documents D. Listing key points on a white board during interviews
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