ethics part 3 Flashcards
1
Q
who is responsible questions
A
client vs CFP vs CPA vs Real Estate Broker (or combos therein)
Making sure RMDs occur on time without penalties?
Fundamentals > ethics part 3 > Flashcards
who is responsible questions
client vs CFP vs CPA vs Real Estate Broker (or combos therein)
Making sure RMDs occur on time without penalties?