Untitled document-2 (1)

What are the main concerns about investing? Name three investment-related risks that someone would anticipate in the future. How will they manage those risks?

Identify some investment objectives. Discuss the role that investing plays or could play in a financial plan.

You are interested in investing in an equity fund. Which step of the investment management process will require you to understand the investment management style? A) Defining the investment objectives and constraints. B) Setting the investment strategy. C) Implementing and managing the portfolio. D) Monitoring and reviewing.

Which of the following statements constitutes a definition of a financial plan?   Group of answer choices   Results that an individual wants to attain   2.  A roadmap for achieving financial goals   3.  Redefining your financial goals   4.  Setting a goal date

Describe two important questions that financial managers must address before making an investment decision.

Explain the idea of mental accounting. Group of answer choices   Mental accounting refers to the way we emotionally account for ups and downs of our lives.   Mental accounting refers to the interest rate we use when we calculate the present value of future mental assets.   Mental accounting is the way people keep track of their mental assets and liabilities.   Mental accounting is the notion of putting dollars in different mental categories where they take different values.

While deciding on creating your Portfolio, what are the steps you would take to ensure that the Portfolio Investment Process works well for you. Elaborate on all the important elements of this process which will help you to maximize the returns and minimize the risk.

Explain the term, "financial literacy", and its importance in your life and future.

From an ethical framework, a financial advisor should consider the following principles when deciding whether to provide information on SRI (Socially Responsible Investing)

Which of the following activities will worsen your chance of financial success? Check all that apply. Knowledge of the general condition and events occurring in the local, state, regional, national, and international economic environments. The development of an effective plan that is consistently applied until it is revised in accordance with changes in your goals and life circumstances. The development of personal financial goals and target dates that are consistent with your values, attitudes, and behaviors. Knowledge of what other average people believe and how they behave, because they affect the same financial markets and economic conditions that affect you..

Explain the concept of risk - return trade-off in investing. How do investors balance risk and return. when making investment decisions?

Professional financial planners should   Multiple Choice A inform the client about the outcome of the plan. B assess their client's risk-and-return requirements on a one-time basis, explain the investment plan to the client, and inform the client about the outcome of the plan. C explain the investment plan to the client. D assess their client's risk-and-return requirements on a one-time basis. E explain the investment plan to the client and inform the client about the outcome of the plan.

Choose the correct option A major activity in the planning component of financial planning is: a. selecting insurance coverage b. evaluating investment alternatives.c. gaining occupational training and experience. d. allocating current resources for spending e. establishing line of credit

Who is most likely to perform due diligence? A. Investment bankers  B. Loan officers C. Angel investors  D. All of these may perform due

Evaluate a business risk using insurance as a risk management tool. Then, discuss the main components of an investment analysis report and how risk management fits into it.