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:

White Ethnic Groups

Ethnic communities or populations in a society that are identified or identify themselves primarily through European descent.

Communist Party

A political party advocating the principles of communism, including the creation of a classless society, state control of major industries, and equality.

Labor Movement

The collective organization of working people developed to protect and further their rights and interests.

New Deal

A series of programs and policies implemented by President Franklin D. Roosevelt in the 1930s to counter the effects of the Great Depression.