![[Fundamentals] 9, Confidentiality](https://artwork.captivate.fm/abe4183a-4dfa-4a03-97da-92d15c5d473d/_bZUi6Yzjq6h3zQu_ZsaQB5Y.jpeg)
Season 2 · Episode 9
[Fundamentals] 9, Confidentiality
Open Exam Prep · Ran Chen, EA, CFP®
December 23, 20243m 57s
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Show Notes
Maintain client privacy and confidentiality, with exceptions for legal and enforcement purposes. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/