Which option is NOT a listed section available in the Client Site Organizer?

Which option is NOT a listed section available in the Client Site Organizer?

• A. Investments
• B. Accounts
• C. Professional Contacts
• D. Risk Tolerance

Answer: (A)

The Client Site Organizer is structured around gathering and organizing essential client information used for planning. You’ll typically see sections that reflect who the client is and what they hold: Accounts collects financial accounts, including investment accounts; Professional Contacts stores the people involved with the client relationship; and Risk Tolerance captures the client’s willingness to take on risk, which guides recommendations. Investments isn’t a standalone section in this organizer; investment data are usually accessed through the Accounts area (within the holdings of investment accounts) or handled in separate investment tools outside the organizer. So Investments is the option that isn’t listed as a distinct section in the Client Site Organizer.

The Client Site Organizer is structured around gathering and organizing essential client information used for planning. You’ll typically see sections that reflect who the client is and what they hold: Accounts collects financial accounts, including investment accounts; Professional Contacts stores the people involved with the client relationship; and Risk Tolerance captures the client’s willingness to take on risk, which guides recommendations. Investments isn’t a standalone section in this organizer; investment data are usually accessed through the Accounts area (within the holdings of investment accounts) or handled in separate investment tools outside the organizer. So Investments is the option that isn’t listed as a distinct section in the Client Site Organizer.