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Which of the following are correct statements regarding the role of a planner who is a CFP professional in defining a client's financial goals, needs,
Which of the following are correct statements regarding the role of a planner who is a CFP professional in defining a client's financial goals, needs, and priorities?
- The role of the planner is to facilitate the goal-setting process.
- The role of the planner is to assist clients in recognizing the implications of unrealistic goals and objectives.
- The role of the planner is to make sure the planner's goals and objectives are achieved.
- The role of the planner will involve exploring a client's expectations and time horizons.
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