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Unit 7 Lesson 5–Financial Planning
Test Description: Let's practice for your quick check!
Instructions: Answer all questions to get your test result.
1) What is the CFP?
A
a formal certification of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement
B
a professional qualification that allows you to trade securities
C
a master’s degree that prepares you to be a financial advisor
D
a bachelor’s degree that prepares you to be a financial advisor
2) What is the role of a financial planner?
A
a person whose job is to keep, inspect, and analyze financial accounts
B
a person who advises on legal matters a qualified investment professional who helps individuals and corporations meet their
C
an individual who often works as part of a financial institution and is primarily concerned with raising capital for corporat
D
a person who advises on legal matters
3) Which of these do financial planners advise on?
A
career planning
B
tax evasion
C
investing
D
family planning
4) How do financial planners get paid?
A
pro bono and free bribes
B
with a retainer
C
with a pre approved budget
D
on the basis of fees or commissions
5) A qualified investment professional who helps individuals and corporations meet their long-term financial objectives
A
financial planner
B
banker
C
Accountant
D
broker
6) What is the CFP?
A
a professional qualification that allows you to trade securities
B
a bachelor’s degree that prepares you to be a financial advisor
C
a formal certification of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement
D
a master’s degree that prepares you to be a financial advisor
7) What is the role of a financial planner?
A
a person who advises on legal matters a qualified investment professional who helps individuals and corporations meet their
B
a professional qualification that allows you to trade securities
C
a formal certification of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement
D
a master’s degree that prepares you to be a financial advisor
8) Which of these do financial planners advise on?
A
tax evasion
B
career planning
C
family planning
D
investing
9) How do financial planners get paid?
A
on the basis of fees or commissions
B
a pre approved budget
C
pro bono work
D
with a retainer
10) A qualified investment professional who helps individuals and corporations meet their long-term financial objectives
A
financial planner
B
accountant
C
banker
D
broker
*select an answer for all questions
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