Fundamentals Quizzes Flashcards
1
Q
When is a client first engaged with a CFP professional?
A
When the client first relies on the practitioner’s advice?
2
Q
Pacing
A
Matching the speed of listening to the speed of the person talking
3
Q
Rephrasing
A
Restating or repeating back what has been said
4
Q
Reflecting
A
Paraphrasing technique rephrasing the client’s words into the planner’s words
5
Q
Indicators
A
6
Q
FDIC
A
7
Q
Bankruptcies
A
8
Q
Summary of Qualified Education Expenses Definitions (Page 93 of slides booklet)
A
