S.E.E.D. Financial Planning

Front

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

Back

Stimulating

Front

Which of these topics is covered during a Risk Management meeting? Hedge funds, Life and disability insurance, The stock market, Retirement savings

Back

Life and disability insurance

Front

Which of these is NOT financial planning? Projecting cash flow, Analyzing insurance needs, Selling products, Understanding risk and return in the stock market

Back

Selling products

Front

Which of these does NOT describe S.E.E.D.?
Options:
Independent
Fee-only
Fiduciary

Back

Commission-based

Front

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

Back

Duty of loyalty

Front

What university did Nathan attend?

Back

University of Tennessee

Front

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

Back

Duty

Front

Which of these is NOT a part of estate planning?
Drafting wills, Creating trusts, Selecting beneficiaries, Social Security timing

Back

Social Security timing

Front

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

Back

Predict the future

Front

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

Back

Duty of care