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In evaluating alternative planning solutions and products, the financial planner may be involved in all of the following job tasks except for: A.Consider the impact
In evaluating alternative planning solutions and products, the financial planner may be involved in all of the following job tasksexceptfor:
A.Consider the impact of the strategy on other parts of the plan
B.Consult with other professionals
C.Assess how the alternative solutions aligns with the client's goals and attitudes
D.Evaluating different scenarios in order to account for future uncertainties
E.All of the above may be associated with this step in the planning process
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