Question: For questions 8 - 1 0 , identify the stage of the financial planning process in which the planner is engaged. a . Analyzing the
For questions identify the stage of the financial planning process in which the planner is engaged.
a Analyzing the Client's Current Course of Action and Potential Alternative Courses of Action
b Monitoring Progress and Updating
c Identifying and Selecting Goals
d Understanding the Client's Personal and Financial Circumstances
e Implementing the Financial Planning
f Presenting the Financial Planning Recommendations
g Developing the Financial Planning Recommendations
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