PFIN (with PFIN Online, 1 term (6 months) Printed Access Card) (New, Engaging Titles from 4LTR Press)
6th Edition
ISBN: 9781337117005
Author: Randall Billingsley, Lawrence J. Gitman, Michael D. Joehnk
Publisher: Cengage Learning
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Question
Chapter 1, Problem 3LO
Summary Introduction
To discuss: Life cycle of financial plans and their role in attaining financial goals.
Summary Introduction
To discuss: Ways to deal with special planning concerns and use of professional financial planners.
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Students have asked these similar questions
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.
What financial tools can help you make better financial decisions?
Using this template, formulate and create a minimum of three SMART goals related to these aspects of personal financial planning. For each goal, also identify why this is an important financial goal for you at this time.
Career planning and development
Spending plan/cash flow analysis
Tax planning
Savings and investing
Use of credit
Chapter 1 Solutions
PFIN (with PFIN Online, 1 term (6 months) Printed Access Card) (New, Engaging Titles from 4LTR Press)
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