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Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 2 Question 64 Discussion

Actual exam question for Salesforce's Financial Services Cloud Accredited Professional (AP-208) exam
Question #: 64
Topic #: 2
[All Financial Services Cloud Accredited Professional (AP-208) Questions]

[FSC Features and Functionality]

A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

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Suggested Answer: A, D

by Isidra at Jul 09, 2025, 05:59 AM

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Charlie
4 months ago
I agree with A, it’s straightforward and covers both aspects.
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Frederic
4 months ago
I think B makes more sense, especially with the target amount.
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Haley
4 months ago
Definitely A! Life events are key for tracking milestones.
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Cathrine
5 months ago
D sounds good too, but I’m not sure about the Financial Goal part.
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Madalyn
5 months ago
Wait, can you really create two Life Events? Seems off.
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Blondell
5 months ago
I vaguely recall that Life Events are important, but I'm confused about whether we need one or two for this scenario.
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Avery
5 months ago
I'm leaning towards option D, but I feel like there might be something about creating a Referral that could also work.
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Royce
5 months ago
I remember practicing a similar question where we had to relate a case to a Person Account. Could that be the right approach here?
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Gaynell
6 months ago
I think we need to create a Life Event for the child's birth, but I'm not sure about the second step. Maybe it's a Financial Goal?
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Alpha
6 months ago
I'm confident that the correct answer is D - creating a Life Event for the birth of the child and a Financial Goal for the Education Savings Account. That aligns with the steps the Financial Advisor should take.
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Laquanda
6 months ago
I'm leaning towards option B, which involves creating a case and including the target Savings amount for the Education Savings Account. That seems like a logical way to capture the necessary information.
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Kimberlie
6 months ago
Okay, I've got this. The key is to create a Life Event for the birth of the child and then a Referral for the Education Savings Account. That covers the two main steps the Financial Advisor should take.
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Lauran
6 months ago
Hmm, I'm a bit unsure about this one. I'll need to think through the different options carefully to determine the best approach.
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Mary
6 months ago
This question seems straightforward, but I want to make sure I understand the steps correctly before answering.
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Aretha
8 months ago
I'm going with C. A direct referral to the Banker is the quickest way to get this set up.
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Johnna
8 months ago
Haha, E is just overkill. Two life events? Come on, keep it simple!
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Mona
7 months ago
User 2: Yeah, I agree. E does seem like too much. Keeping it simple is key.
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Caren
7 months ago
User 1: I think B is the right answer. It's straightforward and captures all the necessary information.
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Dominga
8 months ago
D is my pick. Capturing the life event and creating a financial goal is a clear way to track the Education Savings Account.
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Art
7 months ago
I agree. It helps to have a clear way to track the progress towards saving for education.
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Glennis
7 months ago
D is a good choice. It's important to capture the life event and set a financial goal for the Education Savings Account.
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Celeste
9 months ago
I see your point, Billy. Including the target Savings amount in the case can help track the progress towards the Education Savings goal.
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Lavera
9 months ago
Option B seems the most comprehensive approach. Creating a case with the savings goal and relating it to the child's account makes the most sense.
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Jess
8 months ago
It's important to have a clear record of the savings goal for the child's education. Option B covers that well.
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Cary
8 months ago
Creating a case for the Education Savings Account and linking it to the child's account is a smart move.
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Onita
8 months ago
I agree, option B is the best choice. It ensures all the necessary information is captured.
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Billy
9 months ago
I think creating a case with the target Savings amount for the Education Savings Account is also important.
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Noah
9 months ago
I agree with Blythe, creating a Life Event and a Referral makes sense to capture that information.
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Blythe
9 months ago
I think the Financial Advisor should create a Life Event for the birth of the child and a Referral for the Education Savings Account.
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