CHAPTER 2: PROFESSIONAL RESPONSIBILITIES

Which one is NOT the tasks of financial planner?

• analyze financial position of clients

• put the client first

• achieve his own life goals

• provide impartial assistance

CFP Board was established in YEAR

• 1985

• 1984

• 1986

• 1983

To prepare a proper financial plan and be very reasonable refers to principle of ______________

• Diligence

• Professionalism

• Competence

• Fairness

Maintain adequate knowledge and skills refer to principle of _______.

• Confidentiality

• Client 1st

• Competence

• Integrity

An act without niyyah is just a common act.

• True

• False

Financial planning is one of the ibadah in Islam

• True

• False

Intelligent is a value-added character that an Islamic Financial Planner should have, refers to

• Siddiq

• Tabligh

• Amanah

• Fatanah

Islamic Financial Planner's main function is to give the truth to their customers, refers to

• Fatanah

• Siddiq

• Tabligh

• Amanah

Pass message and information is the 1st thing to do as Islamic Financial planner, refers to

• Tabligh

• Fatanah

• Amanah

• Siddiq

How to overcome negligence?

• Objectivity & Diligence

• Objectivity & Competence

• Objectivity & Integrity

• Objectivity & Professionalism