Which of the following is not a task of a financial planner?
A) Help their clients develop financial goals for the future
B) Collect data about the various aspects of the financial situation of their clients
C) Decide on the implementation of a financial plan
D) Educate their clients with respect to the optimal financial plan
C
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Avoid explaining or justifying until you have listened fully to the customer's feedback
Indicate whether the statement is true or false
If a company's bonds are callable,
a. the investor or buyer of the bonds has the right to retire the bonds. b. the issuing company is likely to retire the bonds before maturity if the bonds are paying 9% interest while the market rate of interest is 6%. c. the bonds are never allowed to remain outstanding until the maturity date. d. the investor never knows what the redemption price will be until the bonds are actually called.
A stock dividend is a pro rata distribution of cash to a corporation's stockholders
Indicate whether the statement is true or false
The purpose of the AutoFilter function is to help you quickly focus on only the information that is important by _____ the information that is not.
Fill in the blank(s) with the appropriate word(s).