S.E.E.D. Financial Planning

What does the "S" in S.E.E.D. stand for?

• Savings

• Stocks

• Stimulating

• Superman

Which of these topics is covered during a Risk Management meeting?

• Hedge funds

• Life and disability insurance

• The stock market

• Retirement savings

Which of these is NOT financial planning?

• Projecting cash flow

• Analyzing insurance needs

• Selling products

• Understanding risk and return in the stock market

Which of these does NOT describe S.E.E.D.?

• Commission-based

• Independent

• Fee-only

• Fiduciary

What do we call the responsibility to place a client's best interest above our own?

• Duty of best interest

• Suitability standard

• Duty of risk management

• Duty of loyalty

What university did Nathan attend?

• University of Oklahoma

• University of Tennessee

• University of Bangladesh

• University of Wisconsin

What does the "D" in S.E.E.D. stand for?

• Durability

• Dedication

• Duty

• Dave Nirchi

Which of these is NOT a part of estate planning?

• Drafting wills

• Creating trusts

• Selecting beneficiaries

• Social Security timing

Which of these do financial planners NOT do?

• Predict the future

• Understand client's risk tolerance

• Help clients meet their goals

• Navigate complex financial challenges

What do we call the responsibility to handle our clients' assets with caution, care, and in good faith?

• Duty of caution

• Duty of cooperation

• Duty of care

• Duty of faith