This section includes 7 InterviewSolutions, each offering curated multiple-choice questions to sharpen your Current Affairs knowledge and support exam preparation. Choose a topic below to get started.
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Describe Your Firm? |
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Answer» You will want to KNOW the NUMBER and skills of ASSOCIATES, whether this is a stand-alone firm or part of a large company, the amount of money they have under their control, the KIND of clients they serve, and who will help when the person you are interviewing isn't available. You will want to know the number and skills of associates, whether this is a stand-alone firm or part of a large company, the amount of money they have under their control, the kind of clients they serve, and who will help when the person you are interviewing isn't available. |
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| 2. |
What Is Your Educational Background? |
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Answer» Look for a Certified Financial Planner (CFP), likely with Registered Investor ADVISOR (RIA) credentials. Some Certified Public Accountants (CPA) with Personal Financial Assistant (PFS) degrees have suitable QUALIFICATIONS as WELL. Avoid brokers, INSURANCE agents, real-estate promoters, business associates, relatives, golfing partners and hairdressers. Look for a Certified Financial Planner (CFP), likely with Registered Investor Advisor (RIA) credentials. Some Certified Public Accountants (CPA) with Personal Financial Assistant (PFS) degrees have suitable qualifications as well. Avoid brokers, insurance agents, real-estate promoters, business associates, relatives, golfing partners and hairdressers. |
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| 3. |
How Old Are You? |
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Answer» If you are older, you may WANT a younger ADVISER who will OUTLIVE you. If you are young, you may want an older adviser who has been through difficult economic times. If you are older, you may want a younger adviser who will outlive you. If you are young, you may want an older adviser who has been through difficult economic times. |
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