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Question # 45

A CFP® professional is paid commission for selling an annuity but tells the client she is “fee-only.” This violates which duty?

Options:

A.

Duty of Care

B.

Duty of Loyalty

C.

Duty of Confidentiality

D.

Duty to Follow Instructions

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CFP Overview

Name Financial Planner (CFP)
Code CFP
Vendor Finance, Insurance and Real Est
Certification Certified Financial Planner Board of Standards Inc. (CFP Board)

CFP Questions