Examples that demonstrate common Financial and Investment Planning workplaces and employers are;
- -Carmen Works in an investment companies office analyzing the level of risk that different Investments offer
- -Luisa works at a stock exchange buying and selling securities for customers
- -Ladonna is self-employed and meets with customer dinner office to provide Financial advice
What is financial and investment planning?
A focused and particular type of advice is investment advice, which includes insurance reviews and investment allocation. A financial plan is a more extensive and all-encompassing document that can assist in identifying potential financial problems and serve as a guide for achieving your financial objectives.
The process of determining your financial objectives and developing a plan to meet them is known as investment planning. The process of investment planning begins with evaluating your financial objectives and creating a list of them. It concludes with investments and ongoing portfolio monitoring.
complete question;
Which examples demonstrate common Financial and Investment Planning workplaces and employers? Check all
that apply.
-Carmen Works in an investment companies office analyzing the level of risk that different Investments offer
-Luisa works at a stock exchange buying and selling securities for customers
-Blake works for a department store selling clothing to customers
-Rodolfo works at a gym and lends money to a worker
-Sybil teaches mathematics to college students
-Ladonna is self-employed and meets with customer dinner office to provide Financial advice