Question: Hakeem, age 5 8 , has been using a CFP ? ( 1 ) practitioner for the last 1 5 years. The CFP ? (
Hakeem, age has been using a CFP practitioner for the last years. The CFP
practitioner recently retired and, as a result, Hakeem has decided to engage Grant, who is also
a CFP practitioner, but unaffiliated with Hakeem's original practitioner. After analyzing and
evaluating Hakeem's current financial position, Grant made his recommendations. Those
recommendations differed from those of Hakeem's original practitioner. According to the
Practice Standards, how should the differing recommendations be handled?
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