Question Description
Assignment #2
You’ve been tasked to create a financial planning templatefor your RIA firm. Use the CFP Board of Standards Code of Ethics andPractice Standards together with your own research to produce aframework for a creating a single scope financial plan document.
Listand describe the essential set of included reports that may be used byfinancial planners to present a deliverable document to a client. Thisreport could be organized as a topical table of contents for thefinancial plan.
This assignment does not ask you to create afinancial plan, just a framework for a planning document. For eachsection, note the title of the report and provide a brief (1 or 2sentences) note of what importance it serves in the plan. Order thesections as you would present to a client.
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