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Plan Consultant Spring 2015 Continuing Education Quiz Pleasevisitwww.ASPCA.org×pctosubmitthe×50gradingfee,takethequizandreceiveimmediategrading. Ifsevenormorequestionsareansweredcorrectly, ASPPAwillawardyouwiththreeASPPAcontinuingeducationcreditsandsenda
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What is plan consultant spring continuing?
Plan consultant spring continuing is a process where the consultant reviews and updates the financial plans and recommendations for clients during the spring season.
Who is required to file plan consultant spring continuing?
Financial consultants and advisors who are responsible for managing the financial plans for clients are required to file plan consultant spring continuing.
How to fill out plan consultant spring continuing?
Plan consultant spring continuing can be filled out by reviewing the existing financial plans, updating any changes in the clients' financial situations, and making recommendations for the upcoming season.
What is the purpose of plan consultant spring continuing?
The purpose of plan consultant spring continuing is to ensure that the financial plans of clients are up-to-date and in line with their current financial goals and objectives.
What information must be reported on plan consultant spring continuing?
Information such as clients' financial goals, investment portfolios, risk tolerance, and any changes in their financial situations must be reported on plan consultant spring continuing.
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