Question: 9 5 . 0 % complete Question When providing financial planning services to a client, everything must be disclosed in writing, EXCEPT: A . Material
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When providing financial planning services to a client, everything must be disclosed in writing, EXCEPT:
AMaterial conflicts of interest that may impact the CFP professionals ability to provide impartial advice.
BThe process of maintaining client confidentiality.
CHow the client pays for products, services and additional incurred costs including surrender charges and sales loads.
DDisclosure of Economic Benefit for Referral or Engagement of Additional Persons.
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