Finance book 2 unit 13 | Baamboozle - Baamboozle

English 9 Public

Financial Advisor

Study Slideshow

#Finance

a professional who is paid to help individuals and corporations to manage their money through investments, insurance and retirement plans

FINANCIAL ADVISOR

15

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

FINANCIAL PLANNING

20

how willing is a client to lose money

RISK ASSESSMENT

20

a summary of a client’s investments and investing style

INVESTOR PROFILE

20

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

ASSET ALLOCATIONS

25

protect people against losses

INSURANCE PRODUCT

15

money paid to a professional for selling a product or service

COMMISSION

20

the advisor is paid derectly by the client instead of earning a commission

FEE – ONLY

20

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

CONFLICT OF INTEREST

20