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Home Tips Some basic questions on Financial Planning
Some basic questions on Financial Planning
Ditulis oleh Nor Azmi Omar   
Isnin, 08 Mac 2010 12:54
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1.         What are the best practices recommended to the financial planner in strategizing to meet client's needs:
i.          Always have the client's interest first.
ii.         Use the most efficient and effective product to meet solution design
iii.        Have specialist expertise in important areas.
iv.        Prioritizing the client's need according to their goals and objective 
A.        I,II,III
B.        I,III, IV
C.        II,III,IV
D.        I,II,III,IV 

2.         High Networth individuals normally are also well versed in some aspects of financial planning. However, they need the help of a financial planner in getting a financial plan done because 
A.        They need expertise in understanding the entire comprehensive plan and getting them all organized
B.        They gain status in employing a financial planner.
C.        They want other people to know the importance of financial planning
D.        They enjoy the company of investment savvy financial planners
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Terakhir dikemaskini ( Isnin, 08 Mac 2010 13:01 )