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Which of the following statements is true? 1. Quantitative information that is gathered in the data gathering process might include banking and investment information, tax
Which of the following statements is true? 1. Quantitative information that is gathered in the data gathering process might include banking and investment information, tax information, financial statements and attitudes regarding risk tolerance and charitable funding. 2. External data might include interest rates, housing trends, equity market outlook. 3. Once the implementation of the financial plan is completed, the engagement is over and there are no further steps. 4. One of the advantages of a professional financial planner is his or her expertise and their objectivity. |
a) 1, 2, AND 4. b) 2 AND 4 c) 2,3, AND 4 d) 4 ONLY
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