How To Be Successful With Wealth Management Quiz
10 Questions
| Attempts: 196
How to Be Successful with Wealth Management
Questions and Answers
- 1.Which of the following government agencies is/are involved with wealth management?
- A.
FINRA
- B.
SEC
- C.
State licensing authorities
- D.
All of the above
- 2.According to Jim Patterson, the most important trait to maintain as a CPA is
- A.
Integrity
- B.
Punctuality
- C.
Assertiveness
- D.
Greed
- 3.According to Chris, business people believe that the number one way to build wealth is to stockpile funds.
- A.
True
- B.
False
- 4.A basic tenet of wealth management is to have a plan and follow a plan.
- A.
True
- B.
False
- 5.Chances are, one retirement plan will work well for multiple clients
- A.
True
- B.
False
- 6.Despite the struggles of the real estate industry, Chris believes that the _________ industry will come back strong.
- A.
Morgage
- B.
Homebuildling
- C.
Automotive
- D.
None of thee above
- 7.An investment plan should be based on the client’s risk tolerance and goals.
- A.
True
- B.
False
- 8.A 529 plan is always the best way to fund an education.
- A.
True
- B.
False
- 9.According to Jim, CPAs are able to effectively practice wealth management on a part-time basis.
- A.
True
- B.
False
- 10.Your client’s biggest asset is their
- A.
House
- B.
Business
- C.
Ability to earn money
- D.
Overseas property
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