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KNOWLEDGE CHECK

Technical
Practice management & professional standards

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* According to the Statement on Standards in PFP Services, when making a personalized recommendation, which of the following is NOT a covered activity in the Statement?

Cash flow planning.

Estate planning.

Valuation.

Retirement planning.

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KNOWLEDGE CHECK

Technical Practice management & professional standards

Technical Practice management & professional standards

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Technical
Practice management & professional standards

Technical
Practice management & professional standards