Review Game Zone
Flash Cards
(current)
Games
Teachers
Search
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
an individual who often works as part of a financial institution and is primarily concerned with raising capital for corporat
B
a person who advises on legal matters a qualified investment professional who helps individuals and corporations meet their
C
a person whose job is to keep, inspect, and analyze financial accounts
D
a person who advises on legal matters
3) Which of these do financial planners advise on?
A
career planning
B
family planning
C
investing
D
tax evasion
4) How do financial planners get paid?
A
with a pre approved budget
B
pro bono and free bribes
C
with a retainer
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
broker
C
banker
D
Accountant
6) What is the CFP?
A
a bachelor’s degree that prepares you to be a financial advisor
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
7) What is the role of a financial planner?
A
a professional qualification that allows you to trade securities
B
a formal certification of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement
C
a person who advises on legal matters a qualified investment professional who helps individuals and corporations meet their
D
a master’s degree that prepares you to be a financial advisor
8) Which of these do financial planners advise on?
A
family planning
B
investing
C
career planning
D
tax evasion
9) How do financial planners get paid?
A
a pre approved budget
B
on the basis of fees or commissions
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
accountant
B
broker
C
banker
D
financial planner
*select an answer for all questions
Check Results & Get Answers
Play Games with the Questions Above
Teachers: Create FREE classroom games with your questions
Click for more info!
©2007-2024
ReviewGameZone.com
|
About
|
Privacy
|
Contact
|
Terms
|
Site Map
WAIT! Find what you needed?
×
Still Looking for the Answers?
Have Another Question?
Play a Review Game with These Questions?
Want to Make Your Own Test Like This One?