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K D Question 6 Select the requirements defined in Step 7 (Monitoring Progress and Updating) of Practice Standards for the Financial Planning Process. 1. Address
K D Question 6 Select the requirements defined in Step 7 (Monitoring Progress and Updating) of Practice Standards for the Financial Planning Process. 1. Address monitoring and updating responsibilities II. Monitor the client's progress III. Obtain current qualitative and quantitative information IV. Update goals, recommendations, or implementation decisions O I, II, III, and IV O II, III, and IV O I, II, and IV O III only RU 1 pts 3
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