Jamel is a CFP® professional. Jamel currently works as an assistant to a successful financial planner in a larger broker‐dealer firm. Recently, Jamel was asked by his supervisor to conduct a general financial education seminar for prospective clients. During the seminar Jamel distributed firm marketing materials and information about the CFP Board of Standards, Inc. financial planning process. Given this information, which of the following statements is true?
Group of answer choices
a. Jamel's actions are not considered to be financial advice.
b. Jamel's actions are considered to be financial advice.
c. Jamel's actions are considered to be financial planning.
d. Jamel's actions are considered a communication that could either be classified as financial advice or financial planning.
