Exam Financial-Services-Cloud Topic 3 Question 111 Discussion

A. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.

B. Create two Life Events, one for the birth of the child and one for the Education Savings Account.

C. Create a Referral for the Banker for an Education Savings Account

D. Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account

E. Create a Life Event for the birth of the child and a Referral for the Education Savings Account