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Tracey is a financial planner who received his cfp designation. tracey does not have any other designations or licenses. although tracey's expertise is investment planning, he is anxious to expand his client base and is willing to assist clients with any area of financial planning. over the last month tracey engaged in the following activities with troy, a new client. a. during the initial meeting, tracey collected personal data about troy including the estate planning documents troy had previously executed. b. during the second meeting, tracey recommended the use of a trust to fulfill some of troy's estate planning goals. c. troy called tracey one afternoon and asked if tracey could explain the probate process to him, which tracey promptly did. d. tracey downloaded a copy of a generic will from the internet, filled in troy's information and gave the document to troy to be executed. of the activities above, which would be considered the unauthorized practice of law?

Which of the following methods could be considered a "best practice" in terms of informing respondents how their answers to an on-line survey about personal information will be protected? respondents are informed that investigators will try to keep their participation confidential; however, confidentiality cannot be assured. respondents are informed that a research assistant will transfer all the research data to a password-protected computer that is not connected to the internet, via a usb flashdrive. the computer is located in a research team member's office. the investigator uses the informed consent process to explain her institution's method for guaranteeing absolute confidentiality of research data. the investigator uses the informed consent process to explain how respondent data will be transmitted from the website to his encrypted database without ever recording respondents' ip addresses, but explains that on the internet confidentiality cannot be absolutely guaranteed. the investigator uses the informed consent process to explain how respondent data will be transmitted from the website to his encrypted database without ever recording respondents' ip addresses, but explains that on the internet confidentiality cannot be absolutely guaranteed