$11$:$38$

$5$ G

exams.corporatefinanceinstitute.com

$9$ out of $10$

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Understanding a client's personal and financial circumstances is a foundational step for a financial planner to create a financial plan. Select the items that are examples of these data points $-$

Current debts and repayment plan in place

Anticipated changes in family matters $($e$.$g$.$ children attending university$)$

Expected legal settlements $($e$.$g$.$ divorce$)$

All of the above