Question

The 400 Series, "Developing and Presenting the Financial Planning Recommendations," includes all of the following tasks, EXCEPT:

A. The practitioner identifies and considers the various alternatives, including the current course of action.

B. The practitioner develops the recommendations(s) from among the selected alternatives.

C. The practitioner communicates the recommendations to the client.

D. The practitioner selects appropriate products and services that are consistent with the client's goals, needs and priorities.

Answer 1

The 400 Series, 'Developing and Presenting the Financial Planning Recommendations,' includes all of the following tasks, except selecting appropriate products and services consistent with the client's goals, needs, and priorities.

Step-by-step explanation:

Business

The tasks included in the 400 Series, 'Developing and Presenting the Financial Planning Recommendations,' are:

1. The practitioner identifies and considers the various alternatives, including the current course of action.
2. The practitioner develops the recommendation(s) from among the selected alternatives.
3. The practitioner communicates the recommendations to the client.
4. The practitioner selects appropriate products and services that are consistent with the client's goals, needs, and priorities.

Therefore, the task that is NOT included in the series is D. The practitioner selects appropriate products and services that are consistent with the client's goals, needs, and priorities.