Reference no: EM132928918
Problem 1: When Lori and Mark visited with their planner, she specifically asked what steps they had already taken to save for their daughter's college education. The planner was:
a. Identifying how the planning need was currently being met.
b. Being nosey.
c. Trying to frame Lori and Mark's competence in financial planning.
d. Demonstrating the wisdom of seeking financial planning.
Problem 2: Triangulation in a financial planning sense, refers to
a. Whether the celestial systems will align for the achievement of goals.
b. The conflagration of interest, taxes and dividends
c. Consideration of data, stakeholders and goals
d. Application of different models to the client's financial data
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Explain three rules of natural justice
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Which sharpe ratio standardizes portfolio performance
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What triangulation in a financial planning sense
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