Which of the following statements is generally true? Group of answer choices In step 2 of the planning process, the CFP professional must obtain qualitative and quantitative information from the client. In step 3 of the planning process, the CFP professional must determine whether the client's current course of action maximizes the potential for meeting the client's goals. In step 4 of the planning process, the CFP professional should document the recommendations made and, if presentations were made in writing, retain a copy of the presentation. The CFP professional is only responsible for steps 6 and 7 of the planning process if expressly stated in the Scope of the Engagement