What information must a CFP(r) practitioner disclose to a client? Click all that apply. A private censure
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What information must a CFP(r) practitioner disclose to a client? Click all that apply. A private censure received from CFP Board. A general summary of likely conflicts of interest between the client and the CFP(r) professional. Information pertaining to costs and compensation the CFP(r) professional will receive.
Related Book For
Intermediate Accounting Reporting and Analysis
ISBN: 978-1285453828
2nd edition
Authors: James M. Wahlen, Jefferson P. Jones, Donald Pagach
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