To get the proper financial counseling,Marquis and Marta Jacobs made an appointment with Harry Hanstein.Harry has had two years of training in securities,insurance,taxation,retirement planning,and estate planning and has passed a rigorous qualifying examination given by the Certified Financial Planner Board of Standards in Denver.Which of the following most narrowly describes Harry's occupation?
A) Real estate broker
B) Stockbroker
C) Certified public accountant
D) Tax consultant
E) Certified financial planner

Question

Quizplus · Accepted Answer

Harry Hanstein is a Certified Financial Planner, with two years of training in various areas related to financial planning and passing a qualifying exam by the Certified Financial Planner Board of Standards. This makes him qualified to provide the proper financial counseling that Marquis and Marta Jacobs require. While some of the other options may also have knowledge and training in financial matters, such as a stockbroker or tax consultant, they may not have the same breadth of knowledge and certification in financial planning as a Certified Financial Planner. Therefore, E is the best choice.

To Get the Proper Financial Counseling,Marquis and Marta Jacobs Made