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.
If you cannot locate one , please interview the instructor. Arrange a time that is convenient for the both of you.
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.
What are the some of the benefits of home ownership?
What are some of the impacts of low interest rates?
Please pose this hypothetical question to the interviewee: ” I want to buy a car. What should be my concerns?”
What did you learn from this assignment?
Please utilize APA format and submit your assignment.tilizing 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.
If you cannot locate one , please interview the instructor. Arrange a time that is convenient for the both of you.
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.
What are the some of the benefits of home ownership?
What are some of the impacts of low interest rates?
Please pose this hypothetical question to the interviewee: ” I want to buy a car. What should be my concerns?”
What did you learn from this assignment?
Please utilize APA format and submit your assignment.
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