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:

Assessment Instruments

Tools or devices used to evaluate or measure the abilities, skills, or knowledge level of an individual or group.

Sociometric Technique

A method used to measure social relationships and patterns of interaction within groups, often involving surveys to determine preferences or rejections among group members.

Informal Assessment

Non-standardized forms of testing that can vary in structure, utilized to observe, evaluate and informally measure student performance or skills.

Assessment Instruments

Tools and methods used to evaluate, measure, and document the knowledge, skills, attitudes, and beliefs of an individual or group.