![[Fundamentals] 11, Financial Planning Standards](https://artwork.captivate.fm/abe4183a-4dfa-4a03-97da-92d15c5d473d/_bZUi6Yzjq6h3zQu_ZsaQB5Y.jpeg)
Season 2 · Episode 11
[Fundamentals] 11, Financial Planning Standards
Open Exam Prep · Ran Chen, EA, CFP®
December 24, 20243m 54s
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Show Notes
Involves understanding client circumstances, goal setting, and plan implementation. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/