Define the client personal and financial goals

Assignment Help Financial Management

Reference no: EM131815600

1. A practitioner and a client should mutually define the client’s personal and financial goals.

True

False

2. The financial planning practitioner should determine the scope and limits of the financial planning engagement for his clients.

True

False

3. Providing advice involving the application of legal principals to a specific situation constitutes the practice of law under the general-specific test.

True

False

Reference no: EM131815600

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