Question
Provide a financial planning template for a RIA firm. Use the CFP Board of Standards Code of Ethics and Practice Standards together with research to
Provide a financial planning template for a RIA firm. Use the CFP Board of Standards Code of Ethics and Practice Standards together with research to produce a framework for a creating a single scope financial plan document.
List and describe the essential set of included reports that may be used by financial planners to present a deliverable document to a client.This report could be organized as a topical table of contents for the financial plan.This assignment does not ask to make a financial plan, just a framework for a planning document.For each section, note the title of the report and provide a brief note of what importance it serves in the plan.
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