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Personal Financial Planning Step

Authored by JHOANNA GUZMAN

Other

12th Grade

Used 55+ times

Personal Financial Planning Step
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5 questions

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1.

MULTIPLE CHOICE QUESTION

10 sec • 1 pt

1. Periodic review of the financial plan to evaluate changing market conditions (i.e. economic conditions, taxes, interest rates etc.)

Data Gathering

Financial Plan Recommendation

Plan Monitoring

Objective Setting

2.

MULTIPLE CHOICE QUESTION

10 sec • 1 pt

Quantifying monetary objectives with definite time frames. Prioritizing objectives.

Data Analysis

Objective Setting

Plan Monitoring

Financial Plan Recommendation

3.

MULTIPLE CHOICE QUESTION

10 sec • 1 pt

Using surveys, questionnaires and interviews to gather quantitative and qualitative information from the individual.

Data Gathering

Financial Plan Recommendation

Plan Monitoring

Objective Setting

4.

MULTIPLE CHOICE QUESTION

10 sec • 1 pt

Analysis of the individual’s financial position and cash flows. Review of legal papers. Evaluation of objectives vis-à-vis the client’s resources and economic conditions.

Data Analysis

Objective Setting

Plan Monitoring

Financial Plan Recommendation

5.

MULTIPLE CHOICE QUESTION

10 sec • 1 pt

Financial products will be proposed. At this point, the individual can comment on the solutions proposed.

Data Gathering

Financial Plan Recommendation

Plan Monitoring

Objective Setting

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