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In Which Case Does the CFP Board Determine That a Practitioner

Question 12

Multiple Choice

In which case does the CFP Board determine that a practitioner is a fiduciary?


A) When the client hires the practitioner in any capacity
B) When the practitioner performs financial planning activities
C) When the practitioner performs any activities other than financial planning activities
D) When the client explicitly gives the practitioner "fiduciary" status in writing

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