A Financial Planner Establishes the Scope of the Activity During

question 2

Multiple Choice

A financial planner establishes the scope of the activity during the personal financial planning process through:

• A)Determining the number of people in the household.
• B)Defining the specific financial planning services that will be provided.
• C)Determining the cash inflow to the household.
• D)Determining the number of years until the client expects to retire.
• E)None of the above.