Finance book 2 unit 13 | Baamboozle - Baamboozle

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

CONFLICT OF INTEREST

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

FEE – ONLY

money paid to a professional for selling a product or service

COMMISSION

protect people against losses

INSURANCE PRODUCT

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

ASSET ALLOCATIONS

a summary of a client’s investments and investing style

INVESTOR PROFILE

how willing is a client to lose money

RISK ASSESSMENT

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

FINANCIAL PLANNING

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

FINANCIAL ADVISOR