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Sample Decks:
LO 1.1.1: Categorize the personal financial process according to the steps outlined in the CFP Board's Practice Standards,
LO 1.1.2: Determine whether a financial planner-client relationship constitutes financial planning as stated in the CFP Board Code of Ethics and Standards of Conduct,
LO 1.1.3: Evaluate a scenario based on six principles of the CFP Board’s Code of Ethics to determine if there are violations.