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.

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Definitions:

Human Services

A field focused on meeting human needs through an interdisciplinary knowledge base, primarily geared towards improving the overall quality of life of service populations.

Stressors

Factors or conditions that cause stress or tension in individuals.

Internal Locus

The belief that one controls their own destiny and outcomes are the result of one's own efforts.

Experience Stress

The physical or emotional strain felt as a result of challenging or demanding circumstances.