Dolores, a new client for Bernard, a CFP professional, has asked for Bernard's help with her financial planning Specifically, she wants a complete analysis of her retirement situation including retirement projections, and wants Bernard to evaluate how much and what type of investments she should purchase Which of the following is correct according to the Practice Standards a Bernard is engaged in financial planning if he performs the steps covered in the Practice Standards b Bernard is not engaged in financial planning but should put the client's interest first c Bernard is not providing material elements of financial planning and should insure that any products recommended are suitable for the client d Bernard is engaged in financial planning and should act in the best interest of the client

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Question: Dolores, a new client for Bernard, a CFP professional, has asked for Bernard's help with her financial planning. Specifically, she wants a complete analysis of

Dolores, a new client for Bernard, a CFP professional, has asked for Bernard's help with her financial planning. Specifically, she wants a complete analysis of her retirement situation including retirement projections, and wants Bernard to evaluate how much and what type of investments she should purchase. Which of the following is correct according to the Practice Standards

	a.	Bernard is engaged in financial planning if he performs the steps covered in the Practice Standards
	b.	Bernard is not engaged in financial planning but should put the client's interest first
	c.	Bernard is not providing material elements of financial planning and should insure that any products recommended are suitable for the client
	d.	Bernard is engaged in financial planning and should act in the best interest of the client

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