Question: You are a CFP certificant . A client has come to you for assistance. You should inform the client of which of the following? I.
You are a CFPcertificant A client has come to you for assistance. You should inform the client of which of the following?
I. You can provide the client with "fillintheblank" durable power of attorney forms for both finances and health care, as well as living wills, and help the client complete and execute these documents.
II You can be involved in data gathering, identifying goals, and identifying possible weaknesses and problem areas in the client's current situation.
III. Your primary role will be working with and coordinating other financial planning professionals.
IV You can review the client's current documents to interpret the contents and indicate what the legal implications of the document are for the client.
A
II and III
B
I only
C
III only
D
II III, and IV
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