Challenge Your Exam Readiness With Our Free CFP Practice Questions

Question # 54

A CFP® professional is approached by a long-time client for a personal loan. What is the proper action?

Options:

A.

Grant the loan if interest is fair

B.

Decline because lending to clients creates conflicts

C.

Proceed if a written agreement is signed

D.

Allow if the CFP Board is notified

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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