Facilitating the goal-setting process and clarifying the client's goals and objec- tives is part of the Practice

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Facilitating the goal-setting process and clarifying the client's goals and objec- tives is part of the Practice Standards 200 Series: Gathering Client Data.

a. True

b. False

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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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Facilitating the goal-setting process and clarifying the client's goals and objec- tives is part of the Practice Standards 200 Series: Gathering Client Data. a. True b. False
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Facilitating the goal-setting process and clarifying the client's goals and objec- tives is part of the Practice

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Fundamentals Of Financial Planning

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