CFP exam Correctly Answered Latest Update
Course:
CFP 512
Institution:
CFP 512
CFP exam Correctly Answered Latest Update
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| Uploaded on: | May 4, 2025 |
| Last updated: | May 4, 2025 |
| Number of pages: | 12 |
| Written in: | 2025/2026 |
| Type: | Exam (elaborations) |
| Contains: | Questions & Answers |
| Tags: | CFP exam Correctly Answered Latest Update |
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CFP exam Q&A Latest 2025/2026 | 100% PASS Topic 1: Financial Planning Process - Answer -... 6 step process: EGADIM - Answer -1. Establish Relationship 2. Gather Information 3. Analyze data 4. Develop plan 5. Implement 6. Monitor Step 1: Establish Relationship - Answer -• Services that will be provided • compensation/billing • Responsibilities of both client/planner • Time frame of relationship Step 2: Gather quantitative and qualitative data - Answer -• It is important that goals be defined before any recommendations • A goal should be specific, prioritized and quantified • Fact finder form Step 3: Analyze data - Answer -• Identify strengths and weaknesses • Analysis of current position
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