ENTREPRENEURIAL PLANNING
FINANCIAL PLANNING AND ANALYSIS
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Question
[CLICK ON ANY CHOICE TO KNOW THE RIGHT ANSWER]
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Investment Advisor
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Insurance Agent
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Financial Advisor
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Banker
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Detailed explanation-1: -A financial advisor is a professional who provides expertise for clients’ decisions around money matters, personal finances, and investments. Financial advisors may work as independent agents or they may be employed by a larger financial firm.
Detailed explanation-2: -A financial planner is a professional who helps individuals and organizations create a strategy to meet their long-term financial goals. Typically, a financial planner will help map out a plan for budgeting, saving, investing, and retirement planning.
Detailed explanation-3: -An Investment Advisor is a person who can help individuals and corporations achieve their long-term goals. He or she is usually a licensed investment and finance professional who can help individuals and corporations manage their finances.