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Question 209 - CTFA discussion

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Financial plans that are more than five years off are called?

A.
Opportunity plans
Answers
A.
Opportunity plans
B.
Long-term goals
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B.
Long-term goals
C.
Intermediate goals
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C.
Intermediate goals
D.
Attainable goals
Answers
D.
Attainable goals
Suggested answer: B
asked 16/09/2024
Maurice Melgert
38 questions
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