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If the CFP practitioner is unable to obtain sufficient and relevant quantitative information and documentation to form a basis for recommendations, the practitioner shall: Restrict

If the CFP practitioner is unable to obtain sufficient and relevant quantitative information and documentation to form a basis for recommendations, the practitioner shall:

  1. Restrict the scope of the engagement to those matters for which sufficient and relevant information is available
  2. Terminate the engagement

A. I or II

B. II

C. I

D. Neither I, nor II

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