TOOLS & TECHNIQUES OF FINANCIAL PLANNING 8th Edition College Course Materials Chapter 1 True or False: 1. One definition of financial planning is cash flow planning. 2. A good financial plan is ... one that shows the client how to achieve all his or her goals. Answers: 1. True 2. False: the client must prioritize, and may even have to sacrifice some goals to achieve others. Multiple Choice: 1. A good financial planning report must include an analysis of all of the following EXCEPT: a. Where you are now b. Where you want to be c. Why you failed previously d. How to reach your goals Answer: C TOOLS & TECHNIQUES OF FINANCIAL PLANNING 8th Edition College Course Materials Chapter 2 True or False: 1. Clients are best served by a financial planning team with expertise in different fields rather than a single advisor. 2. The authors suggest that risk/reward principles must include both economic and psychological considerations. 3. The truly professional advisor will continue his/her education though various means, including joining organizations such as FPA, NAPFA, etc. 4. Clients who have a chance to participate in the financial planning process are more likely to resent paying for the services of the advisors. Answers: 1. True 2. True 3. True 4. False TOOLS & TECHNIQUES OF FINANCIAL PLANNING 8th Edition College Course Materials Chapter 3 True or False: 1. According to the authors, financial planning is a process, not a product or service. 2. Clients have better chances of meeting their objectives if the objectives are realistic, welldefined and measurable. 3. The authors recommend prioritizing client goals as well as attaching a time frame to each goal. Answers: 1. True 2. True 3. True Multiple Choice: 1. The five steps in the financial management process outlined by the authors include the following EXCEPT: a. Establish goals b. Collect data c. Measure performance d. Establish living wills Answer: 1. d TOOLS & TECHNIQUES OF FINANCIAL PLANNING 8th Edition College Course Materials [Show More]
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