Question: Please answer, personal financial planning questions. Insert Format Arrange Tools Slide Show Window Help ? Ch 2 - slides tions Animations Slide Show Review View
Insert Format Arrange Tools Slide Show Window Help ? Ch 2 - slides tions Animations Slide Show Review View Wed 9:01 Q- Search in Presentation | A-A Shapes 1 B Ube Convert to Picture Arrange Quick Styles Which of the following is not a PFP service? Elic A Designing financial strategies. B. Identifying personal financial goals and resources Cli C. Making personalized recommendations. D. Preparing individual tax returns Which of the following is not true when referring another service provider to a client? A Communicate, in writing, the extent to which the member will, or will not, evaluate the work performed by the service provider B. Consider the professional qualifications of another service provider after referring the client to that service provider. c. Disclose, in writing, any compensation received for making such referrals. D. The service provider can be an associate in the member's firm. With regards to a PFP engagement, if a member determines that a conflict of interest exists, which of the following is correct? A. The member can engage the prospective client if objectivity is not impaired. B. The member can engage the prospective client if objectivity is not impaired and the conflict of interest is disclosed. C. The member can engage the prospective client if objectivity is not impaired, the conflict of interest is disclosed and consent is obtained D. The member cannot engage the prospective client. lick to add notes stesi Notes Comments 1155 atv W X N 80 000 4 A $ # 3 % 5 & 7 6 8
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