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