Posted by: Pdfprep
Post Date: February 13, 2021
Which of the following is a reasonable assumption to make about the understanding of a client on the Wealth planning Process?
A . Client would have identified a desirable asset allocation
B . Client would have some prior understanding of the assumptions on which the wealth plan is made
C . Client would understand the financial products being recommended
D . Client would be able to identify his financial goals
Answer: D