Finance book 2 unit 13

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

helps people raise money for retirement, advises how to invest for the future

• FINANCIAL PLANNING

• RISK ASSESSMENT

• INVESTOR PROFILE

it shows how willing is a client to lose money

• RISK ASSESSMENT

• INVESTOR PROFILE

• LOW RISK INVESTING

a summary of a client’s investments and investing style

• INVESTOR PROFILE

• RISK ASSESSMENT

• EXCHANGING

the division of investment sinto stocks, bonds and ther investment products

• ASSET ALLOCATIONS

• FINANCIAL PLANNING

• RISK ASSESSMENT

It protects people against losses

• INSURANCE PRODUCT

• FINANCIAL ADVISOR

• INVESTOR PROFILE

 money paid to a professional for selling a product or service

• COMMISSION

• FEE – ONLY

• INVESTMENT

a situation where an individual allows private interests to improperly affect professional decisions

• CONFLICT OF INTEREST

• COMMISSION

• RISK ASSESSMENT