Week 9 IA tutorial

Week 9 IA tutorial

University

5 Qs

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Week 9 IA tutorial

Week 9 IA tutorial

Assessment

Quiz

Financial Education

University

Practice Problem

Medium

Created by

elaine chan

Used 3+ times

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5 questions

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1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

1.      The role of the financial planner in determining a client’s personal and financial goals, needs

and priorities is to                                         .

a.     define the financial goals for the clients

b.     explore the personal values and attitudes of the clients

c.     persuade the client that certain goals and objectives are unachievable

d.     facilitate the goal-setting process in order to clarify the goals and objectives with the client

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

2.      In setting the financial goals of the clients, a financial planner should differentiate between the

            and      of the clients.

a.     attitudes, expectations

b.     needs, wants

c. needs, priorities

d.     wants, priorities

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

3.      Which of the following factors should be considered in formulating financial goals for clients?

I.      Following the mutually defined principles

II.     Preparing emergency cash

III.    Helping clients prioritise their goals

IV.   Encouraging clients to maximize returns during the retirement stage

a.     I, II, and III

b. II and III

c. I, III, and IV

d. I, II, III, and IV

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

  1. 4.    Which of the following statements with regard to collecting client information is TRUE?

    I.      It helps to understand the client’s financial situation and objectives.

    II.     Collecting client information enables the financial planner to suggest a reasonable and practical financial plan to the client

    III.    The relevant information can be collected by the financial planner while undergoing financial analysis and planning

    IV.   A financial planner should stop providing financial service to the client if the client cannot provide a certain part of the necessary information.

a. I and II

b. I and IV

c. I, II, and III

d. I, II, and IV

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

  1. 5. Which of the following are the inputs of the data form for regular income and expenditure?

    I.      Bonds

    II.     Interest income

    III.    Insurance premium

    IV.   Securities

    V.    Personal loan

    VI.   Gifts

    VII.  Occupations

a. II and III

b. II, III, IV, and VIII

c. I, II, IV, and V

d. II, III, and VI

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