Interview 1 Utilizing the internet, friend, relative or personal connection find a Financial Advisor Certified Financial Planner or someone in the Financial Services Industry Ask for his or her assistance for the next month or week Your assignment is to interview this person and get their opinion on the following topics Describe a comprehensive financial plan Get a copy if possible What steps can be taken to ensure the success of a financial plan Explain how the plan utilized the time value of money What areas was this concept applicable Was it used in retirement planning, college funding estate planning or any other area of financial planning Please pose this hypothetical question to the interviewee You want to purchase a life insurance policy Describe how he she would help you select an appropriate insurance policy Provide specific examples with appropriate quantitative analysis

The Answer is in the image, click to view ...

Question: Interview 1: Utilizing the internet, friend, relative or personal connection; find a Financial Advisor; Certified Financial Planner or someone in the Financial Services Industry. Ask

Interview 1:

Utilizing the internet, friend, relative or personal connection; find a Financial Advisor; Certified Financial Planner or someone in the Financial Services Industry. Ask for his or her assistance for the next month or week. Your assignment is to interview this person and get their opinion on the following topics.

Describe a comprehensive financial plan. Get a copy if possible.
What steps can be taken to ensure the success of a financial plan?
Explain how the plan utilized the time value of money. What areas was this concept applicable? Was it used in retirement planning, college funding estate planning or any other area of financial planning.
Please pose this hypothetical question to the interviewee:
You want to purchase a life insurance policy. Describe how he/she would help you select an appropriate insurance policy. Provide specific examples with appropriate quantitative analysis.

Step by Step Solution

There are 3 Steps involved in it

1 Expert Approved Answer

Step: 1 Unlock blur-text-image

Question Has Been Solved by an Expert!

Get step-by-step solutions from verified subject matter experts

Step: 2 Unlock

Step: 3 Unlock

Students Have Also Explored These Related Finance Questions!

Interview 1: Utilizing the internet, friend, relative or personal connection; find a Financial Advisor; Certified Financial Planner or someone in the Financial Services Industry. Ask for his or her...

Case 11 Equal Exchange: Doing Well by Doing Good1 Rev. Dr. Benita W. Harris Asbury United Methodist Church Frank Shipper, PhD Perdue School of Business, Salisbury University Karen P. Manz Author and...

Case 13 The Case of the Good Gone Bad A PLAY IN THREE SCENES To solve this case you must have access to Certified Financial Planner Board of Standards, Inc.(CFP Board) Stondards of Professional...

Hi Professor, I have one project for capstone, you just see that and need to compress as much as 40 - 50 papers. No need to discuss detailed. 1. Executive Summary 2. Industry Analysis 3. Detailed...

Fact Find Initial Interview: Time Date Location Referred by: A. Personal Details Applicant 1 Applicant 2 Full Name of Applicant Full Name of Applicant Mr Mrs Miss OMS Dr Mr Mrs Miss OMs Dr Full Name...

I am working on my group project for the class teaching by prof. Karen Kukla. My group chose the business EduXperience . There are 3 part of the project: and I need help for question 2. Description...

A battery-powered toy car pushes a stuffed rabbit across thefloor. Part A Draw a free-body diagram for a car (assume that it is moving fromleft to the right). Draw the force vectors with their tails...

Texas Corp.'s statement of cash flows reported an addition of $6,000 for the change in the Inventory account during the year. Cost of goods sold expense on the income statement amounted to $50,000....

Which of the following statements about child care services is true regarding their taxability? a ) Child care services are always considered a taxable benefit for employees. b ) If the employer...

Spokane, Inc., is considering a new 3-year expansion project that requires an initial fixed asset investment of $2.8 million. The fixed asset falls into the 3-year MACRS class (0.3333, 0.4445,...