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2 . Which of the following activities is most likely be considered financial planning by the CEP Board ? a . Acting as an order

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2 . Which of the following activities is most likely be considered financial planning by the CEP Board ? a . Acting as an order - taker for brokerage services b . Analyzing a client's retirement data and making recommendations . C . Completing tax returns without providing any other financial services d . Completing paperwork to open a brokerage account

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