A professional who analyzes a clients overall financial situation and develops a comprehensive plan that meets the clients goals and objectives. Special certifications are required in order to use the title of financial planner.

FINANCIAL PLANNING AND ANALYSIS

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Question [CLICK ON ANY CHOICE TO KNOW THE RIGHT ANSWER]

A professional who analyzes a client’s overall financial situation and develops a comprehensive plan that meets the client’s goals and objectives. Special certifications are required in order to use the title of “financial planner.”

A	Insurance Agent
B	Financial Planner
C	Budget Analysis
D	Wealth Mangement

Explanation:

Detailed explanation-1: -A Financial Planner – also referred to as a Personal or Certified Financial Planner – is a qualified financial or investments advisor. They provide their clients with professional advice regarding investments, insurance, tax, wealth management, and retirement planning.

Detailed explanation-2: -A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation.

Detailed explanation-3: -A financial planner typically prepares financial plans for his or her clients. The kinds of services financial planners offer can vary widely.

Detailed explanation-4: -The financial planning professional assesses the opportunities, and identifies constraints and risks presented by the client’s financial situation and current course(s) of action, that may impact the client’s ability to achieve a financial objective and stated personal goal.

There is 1 question to complete.

ENTREPRENEURSHIP

ENTREPRENEURIAL PLANNING

FINANCIAL PLANNING AND ANALYSIS