Pro-future, Inc.
Sandy is a personal financial planner at Pro-future, Inc. Pro-future is a financial company that focuses on personal and business financing. When potential customers come to Sandy for financial advice, she first determines their investment goals in order to create a financial plan that fits their needs. Once she has created a suitable financial plan for a customer, Sandy gives her clients a pamphlet with suggestions for helping to accumulate the amount of money that they need.
Advice about risk is given to all of Sandy's clients. Sandy also makes strategic financial plans for each of her customers, which helps them to track and achieve their financial goals.
-Refer to Pro-future, Inc. Which of the following best describes a financial planner like Sandy?
A) A person who has had at least two years of training in investments, insurance, taxation, retirement planning, and estate planning and has passed a rigorous examination
B) A person who has passed a national but not state examination
C) A person who has had at least six months of training in investments, insurance, taxation, retirement planning, and estate planning
D) A person who has had at least five years of training in investments, insurance, taxation, retirement planning, and estate planning, and has graduated from high school
E) A person who has a college degree in planning
Correct Answer:
Verified
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