How can a financial planner collect information about their

How can a financial planner collect information about their clients? Select one.
Select one:
a. Through other professionals or service providers of the clients, e.g. a client’s accountant or superannuation fund
b. All of the answers
c. Through conversations and chats
d. Questionnaire instruments such as Factfind or Financial Needs Analysis (FNA)

Solution

Correct option is b. All of the answers

A financial planner can collect information about their clients

- throughother professionals or service providers of the clients, e.g. a client’s accountant or superannuation fund

- Through conversations and chats

- Questionnaire instruments such as Factfind or Financial Needs Analysis (FNA)

A financial planner can collect the information about their clients from various sources but he needs ensure the accuracy and correctiveness of the data collected from various sources.