1
Q
Never and always
A
Are seldom used
2
Q
Financial process is limited, t or f?
A
False, CFP should follow the steps but it’s not limited to the steps
3
Q
Qualitative
A
Is an attitude and can change based on the day
4
Q
Quantitative
A
Is facts at the time
5
Q
Fee-based
A
Commissions and fees
6
Q
Fee only
A
Only fees and no other compensation is allowed
