Bob, a CFP professional, has developed a comprehensive financial plan for his client, Sue. Based on the

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Bob, a CFP® professional, has developed a comprehensive financial plan for his client, Sue. Based on the CEP Board Practice Standards which of the following should Bob do next?

a. Review the plan with Sue’s CPA.

b. Implement the financial plan with Sue.

c. Present the financial plan to Sue.

d. Develop financial planning recommendations.

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Fundamentals Of Financial Planning

ISBN: 9781936602094

3rd Edition

Authors: Michael A Dalton, Joseph Gillice

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Question Posted: Sep 18, 2024 05:02 AM

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Bob, a CFP professional, has developed a comprehensive financial plan for his client, Sue. Based on the

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Fundamentals Of Financial Planning

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