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Which of the following is a duty of a personal finance manager?

OA. selling property insurance
OB filing tax returns
OC tracking clients' Investments
OD. selling houses

User Deji
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1 Answer

5 votes

Answer:

OC tracking clients' Investments

Step-by-step explanation:

Personal finance involves planning and managing an individual income and expenditures to achieve desired financial goals. It includes activities such as income generation, savings, investments, consumption, and insurance. A personal finance manager is a professional who helps their client achieve their financial objectives by assisting them in managing their finances.

The personal finance manager helps the client prepare a financial plan or budget for their current and expected future incomes. They refine the client's financial objectives and draw a roadmap on how to achieve them. A personal finance manager advises on suitable investments and insurance options available in the market. They also truck down on clients Investments.

User Asok Buzz
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