Ch 14: CFP Client Relationship

About This Chapter

This chapter can help students better understand client relationships as a certified financial planner. You can review fun lessons in this chapter and then test your level of understanding with the quick self-assessment quizzes.

CFP Client Relationship - Chapter Summary

The entertaining lessons in this chapter make it easy for you to fully understand what it takes to have successful client relationships as a certified financial planner. Upon completion of these lessons, you will be able to recall the following information:

  • Establishing a client-planner relationship
  • Client information gathering
  • Understanding and analyzing client financial status
  • Developing and monitoring client recommendations
  • Managing risks

You can access the lessons in this chapter at your leisure to learn about client relationships at a pace that best suits you. Having this flexibility to access the lessons whenever and as many times as you want is beneficial to you. You can even access these lessons anywhere you can get reliable Internet connection because this chapter is mobile friendly.

Chapter Practice Exam
Test your knowledge of this chapter with a 30 question practice chapter exam.
Not Taken
Practice Final Exam
Test your knowledge of the entire course with a 50 question practice final exam.
Not Taken

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