Finance book 2 unit 13
Authored by Monika Wojcik
English, Fun
9th - 11th Grade
Used 17+ times
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8 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
a professional who is paid to help individuals and corporations manage their money through investments, insurance and retirement plans
FINANCIAL ADVISOR
AN ACCOUNTANT
A STOCK BROKER
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
helps people raise money for retirement, advises how to invest for the future
FINANCIAL PLANNING
RISK ASSESSMENT
INVESTOR PROFILE
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
it shows how willing is a client to lose money
RISK ASSESSMENT
INVESTOR PROFILE
LOW RISK INVESTING
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
a summary of a client’s investments and investing style
INVESTOR PROFILE
RISK ASSESSMENT
EXCHANGING
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
the division of investment sinto stocks, bonds and ther investment products
ASSET ALLOCATIONS
FINANCIAL PLANNING
RISK ASSESSMENT
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
It protects people against losses
INSURANCE PRODUCT
FINANCIAL ADVISOR
INVESTOR PROFILE
7.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
money paid to a professional for selling a product or service
COMMISSION
FEE – ONLY
INVESTMENT
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