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WME Ch.3 Understanding the client, their budget and savings planning

wme-ch-3-understanding-the-client-their-budget-and-savings-planning

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According to sound financial planning principles, which of the following should be Paula and Pat’s immediate concern and priority?

Select the correct answer(s).

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Explanation

Since no one knows when they will need immediate access to funds in an emergency situation, it is important that adequate liquid reserves be held that are readily accessible within a short time frame and their value is stable. One of the important duties of a financial planner is to make sure the clients are aware of the need to have such a fund. Paula and Pat have not yet addressed this priority.

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You tell Paula and Pat that you built your financial planning practice by treating clients exactly the way you would want to be treated. Which of the following Code of Ethics principles are you primarily adhering to?

Select the correct answer(s).

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