Nathan meets with his clients to provide advice on a variety of topics including retirement plans, investments, tax planning, and diversification

He develops trust in his clients by telling them he has studied over 100 relevant subjects and passed a 10-hour exam. What is Nathan's profession?
A) investment banker
B) financial planner
C) insurance salesman
D) certified financial planner
E) stockbroker

Answer: D
Explanation: D) Certified financial planners help people set and reach long-term financial goals. A CFP completes study of 106 financial subjects and must pass a 10-hour exam to be certified.

Business

You might also like to view...

Which of the following is NOT a difference in e-business after the U.S. dot-com meltdown when compared with before the meltdown?

A) less venture capital B) pure-play businesses no longer exist C) company valuations based on potential for earnings and profits D) some state sales taxes

Business

Refer to the diagram below, where the numbers next to the arrows refer to the number of days required for completion of the corresponding activity. What is the critical path?



A) A-B-D-F
B) A-C-E-F
C) A-B-D-E-F
D) A-C-B-D-F
E) A-C-B-D-E-F

Business