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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Related Book For
Fundamentals Of Financial Planning
ISBN: 9781936602094
3rd Edition
Authors: Michael A Dalton, Joseph Gillice
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