According to Practice Standard 200-1 Determining a Clients Personal and Financial Goals, Needs and Priorities, which of

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According to Practice Standard 200-1 Determining a Client’s Personal and Financial Goals, Needs and Priorities, which of the following are necessary inputs to determine a client’s goals?

1.. Client’s attitude.

2.. Client’s values.

3.. Client’s current income.

4.. Client’s expectations.

a. dand2,

b. 2, 3. and 4.

c. 1, 2 and. 4:

d. 1, 2 and 3.

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Fundamentals Of Financial Planning

ISBN: 9781936602094

3rd Edition

Authors: Michael A Dalton, Joseph Gillice

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