S.E.E.D. Financial Planning Programs

Quiz
•
Business
•
12th Grade
•
Easy
Adeeb Chowdhury
Used 1+ times
FREE Resource
10 questions
Show all answers
1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What does the "FIRE" movement stand for?
Finance, Investment, Risk, and Estate
Finance and Investment Risk Examination
Financial Independence, Retire Early
Freedom of Information and Records Exam
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Which of these programs is for clients with investable assets over $1 million?
Core
Millionaire's Club
Ignite
Wealth Management
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Which program's clients will typically be in their late 20s to early 40s?
Millennials
Ignite
SmartPlanning
Core
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
In what way does the SmartPlanning program help clients?
Draft their will
Invest in stocks
Commit tax evasion
Minimize tax liabilities
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
During which meeting will we discuss insurance needs?
Risk Management
Investment Planning
Projections
Opener
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What do we call the session during which we meet the client for the first time and discuss their planning needs?
Introduction Meeting
Opener
Initial Meeting
Review Meeting
7.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the name for the modeling technique that calculates 1,000 different scenarios and outcomes?
Regression Analysis
Machine Learning
Monte Carlo Simulation
A/B Testing
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