Financial-Services-Cloud Exam Dumps | Financial Advisors can create a financial goal to track a client's progress toward major purchases, retirement

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Question 5/40

Financial Advisors can create a financial goal to track a client's progress toward major purchases, retirement savings, or other life goals. Which statements are correct?

A. You can't create a goal for paying down a debt.

B. Financial Goals require the Financial Goals permission set to be visible to a user.

C. You can only create savings-oriented goals.

D. You can associate a goal with a specific financial account.

Question 5/40

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