Question: Hakeem, age 5 8 , has been using a CFP ? ( 1 ) practitioner for the last 1 5 years. The CFP ? (

Hakeem, age 58, has been using a CFP ?(1) practitioner for the last 15 years. The CFP ?(9)
practitioner recently retired and, as a result, Hakeem has decided to engage Grant, who is also
a CFP ?(1) 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?
 Hakeem, age 58, has been using a CFP ?(1) practitioner for

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