Which of the following statements is generally true?
a) The Principle of Objectivity states that the interest of the CFP® professional and client are
of equal importance.
b) It would be a violation of the Principle of Confidentiality for a CFP® professional to
disclose a list of current and former clients as references.
c) The Principle of Objectivity requires the CFP® professional to disclose conflicts of interest.
d) The Principle of Fairness requires compensation to be fair and reasonable.
Which of the following statements is generally true? |
a) The Principle of Objectivity states that the interest of the CFP® professional and client are
of equal importance.
b) It would be a violation of the Principle of Confidentiality for a CFP® professional to
disclose a list of current and former clients as references.
c) The Principle of Objectivity requires the CFP® professional to disclose conflicts of interest.
d) The Principle of Fairness requires compensation to be fair and reasonable.
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Related questions
1.Which of the following statements about conversion of income is correct?
a. | converting ordinary income into capital gain is a beneficial tax planning strategy | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
b. | converting capital gain income into ordinary income is a beneficial tax planning strategy | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
c. | converting qualifying dividends into interest income is a beneficial tax planning strategy | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
d. | holding assets that will generate a capital gain inside a retirement plan is a beneficial tax planning strategy 2. Which of the following statements is NOT a true statement regarding long-term capital assets?
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