Unit 7 Lesson 5–Financial Planning Question Preview (ID: 59241)


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What is the CFP?
a) a master’s degree that prepares you to be a financial advisor
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 professional qualification that allows you to trade securities

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 person whose job is to keep, inspect, and analyze financial accounts
c) a person who advises on legal matters
d) an individual who often works as part of a financial institution and is primarily concerned with raising capital for corporat

Which of these do financial planners advise on?
a) tax evasion
b) career planning
c) family planning
d) investing

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

A qualified investment professional who helps individuals and corporations meet their long-term financial objectives
a) banker
b) financial planner
c) broker
d) Accountant

What is the CFP?
a) a master’s degree that prepares you to be a financial advisor
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 professional qualification that allows you to trade securities

What is the role of a financial planner?
a) a master’s degree that prepares you to be a financial advisor
b) a person who advises on legal matters a qualified investment professional who helps individuals and corporations meet their
c) a formal certification of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement
d) a professional qualification that allows you to trade securities

Which of these do financial planners advise on?
a) tax evasion
b) career planning
c) investing
d) family planning

How do financial planners get paid?
a) on the basis of fees or commissions
b) pro bono work
c) with a retainer
d) a pre approved budget

A qualified investment professional who helps individuals and corporations meet their long-term financial objectives
a) financial planner
b) banker
c) broker
d) accountant

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