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CFP® Practice Question: Financial Planning Process

THIS QUESTION BROUGHT TO YOU BY: KEIR EDUCATION RESOURCES
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During the stage of the financial planning process requiring processing and analyzing information, the financial planner will undertake all the following actions, EXCEPT:

  1.  Evaluate current economic conditions relating to the client’s financial condition.
  2.  Quantify specific financial goals in dollar terms with definite time frames.
  3. Prepare a cash flow statement for the client.
  4. Prepare a statement of the client’s financial position.