Which of the following is a component of behavioral financial planning operations?
A)Estate planning
B)Traditional money planning and making more efficient financial decisions
C)Life planning
D)Both a and b
E)Both b and c

Question

Quizplus · Accepted Answer

Behavioral financial planning operations involve both traditional money planning and making more efficient financial decisions as well as life planning, which includes understanding a client's values, goals, and emotions surrounding their finances. Estate planning can be a part of this, but it is not a major component of behavioral financial planning operations.

Which of the Following Is a Component of Behavioral Financial