2024 FP 511 REAL EXAM TEST BANK WITH 400+ QUESTIONS AND CORRECT ANSWERS COVERING ALL MODULES (100% CORRECT ANSWERS) / FP 511 LATEST EXAM PRACTICE QUESTIONS WITH ANSWERS (GUARANTEED PASS!!)
In developing a client-planner relationship, a CFP certificant is allowed to do, or
is governed by, which one of the following? - ANSWER-A CFP certificant is not
prevented from advertising the size, scope, and areas of competence of their
financial planning practice.
The answer is a CFP certificant is not prevented from advertising the size, scope,
and areas of competence of their financial planning practice .The size, scope, and
areas of competence of a financial planning practice are appropriate types of
information to be used in advertising. All of the other statements violate the rules
and principles.
According to the rules established by CFP Board, which of the following uses of
the certification marks are CORRECT?
Frank Smith, C.F.P.
Frank Smith, CFP
Frank Smith & Co., PA, CFPs
Frank Smith, CERTIFIED FINANCIAL PLANNER™ - ANSWER-Frank Smith
& Co., PA, CFPs
Frank Smith, CERTIFIED FINANCIAL PLANNER™
The answer is II and IV. The CFP marks should never contain periods. In
addition, the marks should not be used as part of or incorporated in the name of a
firm.
Developing a financial plan often involves input from a team of financial advisors
employed by the client. Members of this team may include which of the following
professionals?
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