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When providing financial planning as a CFP professional, which of the following needs to be disclosed to a client in writing? Whether or not the
When providing financial planning as a CFP professional, which of the following needs to be disclosed to a client in writing? Whether or not the financial planner sells proprietary products. The manner in which the financial planner is compensated. The financial planner's demographic profile, including his or her marital status and approximate income. Group of answer choices (2) only (1) and (2) only (2) and (3) only (1), (2), and (3)
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