In Those Cases in Which the Personal Financial Planner Isn't

question 8

Multiple Choice

In those cases in which the personal financial planner isn't acting as the investment manager,the planner should review the IPS to ensure it is properly integrated with the client's:

• A)Investment plan.This is the responsibility of the investment manager.
• B)Personal financial plan.
• C)Risk management plan.This is part of the personal financial plan.
• D)Tax plan.This is part of the personal financial plan.

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Definitions:

Code

A system of symbols, letters, or words given certain meanings, used for communication or to represent information.

Expression

The process of making one's thoughts, feelings, or ideas known through speech, writing, or other forms of communication.

Prenatal Malnutrition

Insufficient nutrient intake or absorption by the mother during pregnancy, adversely affecting fetal development.

Lifespan

The total length of time that an organism is expected to live or the study of the developmental processes that occur throughout an individual's life.