ENTREPRENEURIAL PLANNING
FINANCIAL PLANNING AND ANALYSIS
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Question
[CLICK ON ANY CHOICE TO KNOW THE RIGHT ANSWER]
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A financial planner who profits from the investments a client chooses is more likely to recommend investment products that best meet the needs of the client.
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true
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false
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Either A or B
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None of the above
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Explanation:
Detailed explanation-1: -A financial planner who profits from the investments a client chooses is more likely to recommend investment products that best meet the needs of the client. A goal you expect to achieve by next year would be classified as a short-term goal. Benchmarks may consist of steps or specific actions to take.
Detailed explanation-2: -A professional who analyzes a client’s overall financial situation and develops a comprehensive plan that meets the client’s goals and objectives.
Detailed explanation-3: -Principal. The original amount of money saved or invested. Return. The profit or income generated by savings and investing.
There is 1 question to complete.