Which of the following are true with respect to the Practice Standards? Each Practice Standard makes up one of seven steps in the financial planning process. Includes monitoring responsibilities after a financial plan is implemented. The scope of the engagement does not have to be in writing when providing financial advice that does not require financial planning.
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Under the Candidate Fitness Standards, the following conduct…
Under the Candidate Fitness Standards, the following conduct is unacceptable and will always bar an individual from becoming certified: Two or more personal or business bankruptcies. Felony conviction for any degree of murder or rape. Felony conviction for any other violent crime within the last five years.
You are a CFP® professional who has been approached by the g…
You are a CFP® professional who has been approached by the general partner of Silky Industries (SI) to provide financial planning services to the top executives at SI. Your sister has a fifteen percent limited partnership interest in SI. Can you accept this engagement?
Ginny and Max own a rental home on the Gulf Coast. They insu…
Ginny and Max own a rental home on the Gulf Coast. They insured their property with their local insurance company. The policy provides protection against losses caused by perils that are specifically listed as covered in the policy. What type of policy do they have?
This dual diagnosis theory/model suggests that mental illnes…
This dual diagnosis theory/model suggests that mental illness increases vulnerability to substance use disorders.
___________________ is the biologically innate and enduring…
___________________ is the biologically innate and enduring characteristics with which each person is born.
The sleep-wake cycle is ultimately controlled by the part of…
The sleep-wake cycle is ultimately controlled by the part of the brain called the ________.
________ is the term used to describe the physical, emotiona…
________ is the term used to describe the physical, emotional, cognitive, and behavioral responses to events that are threatening or challenging.
What is Freud’s term for the unconscious efforts by the ego…
What is Freud’s term for the unconscious efforts by the ego to deny or distort reality for the purpose of protecting itself when conflict becomes too intense?
Drugs that speed up the functioning of the nervous system ar…
Drugs that speed up the functioning of the nervous system are called ________.