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Identify the Integration Factors that determine whether a CFP(r) professional is required to provide Financial Planning and comply with the Practice Standards. Click all that
Identify the Integration Factors that determine whether a CFP(r) professional is required to provide Financial Planning and comply with the Practice Standards. Click all that apply. The portion and amount of the Client's Financial Assets that the Financial Advice may affect. The number of relevant elements of the Client's personal and financial circumstances that the Financial Advice may affect. The effect on the Client's overall exposure to risk if the Client implements the Financial Advice. Relevant risks include investment risk, interest rate risk, and inflation risk. The length of time the Client's personal and financial circumstances may be affected by the Financial Advice
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