Question: FIN 3 4 0 Final Project Guidelines and Rubr Overview Your job as a financial advisor is to create investment goals for your client and

FIN

340

Final Project Guidelines and Rubr

Overview

Your job as a financial advisor is to create investment goals for your client and a plan to reach investments in appropriate assets. Working as an investor for a client is a multistep process th

Analyzing a client's financial data

Determining a client's risk tolerance and objectives

Determining the values of stocks

Developing a portfolio based on the client's risk tolerance, return objectives, and liquidity

Selecting appropriate assetc

FIN 340 Final Project Guidelines and Rubr Overview Your job as

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