Fundamentals Flashcards by Luke Charlton

Q

What are the steps in the Financial Planning Process?

A

Understanding the Client’s Personal and Financial Circumstances.
Identifying and Selecting Goals
Analyze the client’s current course of action and potential alternative courses of action
Developing the Financial Plan Recommendations
Presenting the Financial Planning Recommendations
Implementing Financial Plan Recommendations
Monitoring the Plan

“Uber Is A Drunk Person’s Immediate Motorvehicle”

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Q

Name all business life cycle components.

A

Business Life Cycle Components

Expansion
Peak
Contraction/Recession
Trough

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Q

A

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