Finance Final – Easy Geo

Finance Final

Welcome to your Finance Final Final Exam. Click "Next" to continue.

As an agent dealing with financial planners, it is a good idea to have some basic knowledge about different financial products so that the advisers think you know a little about what you are talking about.

A person's estate includes which of the following?

Which option below is a good way to help you build a connection between our program and the services of a broker?

What is the title of the court that officially decides how a person's belongings are to be distributed after their death?

As a sales agent you are talking to a retirement planner whose mother was a teacher. Which statement below is a good one liner?

Which statement about a financial advisor/retirement planner is untrue?

Loaning someone money to start or build a business can be considered an alternative investment, and it would be a good idea to contact a financial advisor before doing so.

In most cases, a true retirement planner has a license with the state and complies with all regulations of the SEC.

As an agent, why is it important for you to know the basics about some of the financial instruments? (Select all that apply)

According to the latest information from the Federal Reserve, credit debt has exceeded what dollar amount?


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