Homework Answers
Ans TRUE
A client will only go according to the advise of the financial planner when he has build trust on the advisor. Without trust the client will not be able to trust the advise of the financial planner and may not take action accordingly resulting in losses.
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Generally speaking a financial planner should be able to build trust with a client and deliver...
The majority of individuals are auditory learners, thus, the financial planner should rarely provide visual aids...
The majority of individuals are auditory learners, thus, the financial planner should rarely provide visual aids such as graphs, charts, and diagrams True False
One type of internal data a financial planner should collect about the special needs of a...
One type of internal data a financial planner should collect about the special needs of a client include a. needs of dependent persons b. nontraditional family c. divorce or remarriage considerations d. all of these
1A qualified opinion that is issued because of a departure from generally accepted accounting principles should...
1A qualified opinion that is issued because of a departure from generally accepted accounting principles should contain a separate paragraph explaining the departure and its effects. True False 2 The introductory paragraph of the auditors’ report clarifies management’s responsibility for the financial statements. True False 3The phrase “generally accepted auditing standards” appears in the scope paragraph of the auditors’ standard report. True False 4An auditors’ report is in essence a guarantee by the auditors that the financial statements are correct....
A financial planner is examining the portfolios held by several of her clients. Which of the...
A financial planner is examining the portfolios held by several of her clients. Which of the following portfolios is likely to have the smallest standard deviation? a.) A portfolio's containing Microsoft, Apple, and Google stock b.) A portfolio consisting of about three randomly selected stocks from different sectors. c.) A portfolio containing only Microsoft stock. Portfolio managers pick stocks for their clients' portfolios based on the investment objective of the portfolio and several other factors. One key consideration is each...
A financial planner is examining the portfolios held by several of her clients. Which of the...
A financial planner is examining the portfolios held by several of her clients. Which of the following portfolios is likely to have the smallest standard deviation? a) A portfolio with 10 randomly selected U.S. stocks b) A portfolio with 10 randomly selected stocks from U.S. and international markets c) A portfolio with 10 randomly selected international stocks ------------------------------------------ Portfolio managers pick stocks for their clients’ portfolios based on the investment objective of the portfolio and several other factors. One key...
As a financial planner, you have been given a task to advise your client, Mrs Naidoo,...
As a financial planner, you have been given a task to advise your client, Mrs Naidoo, on a portfolio combination she can invest in. Mrs Naidoo wants to invest R1.2 million in a portfolio comprising of shares whose returns for the past five years are presented in the table below. YEAR ZINK TEND ALPHA BONA 2015 7.69% 12.5% 14.79% 2.82% 2016 10.83% 6.8% 3.26% -6% 2017 3.42% -7.75% -28.57% 13.64% 2018 -1.92% 10.83% 22.62% 2.98% 2019 9.33% 7.88% 9.02% 6.18%...
5. Portfolio risk and diversification A financial planner is examining the portfolios held by several of...
5. Portfolio risk and diversification A financial planner is examining the portfolios held by several of her clients. Which of the following portfolios is likely to have the smallest standard deviation? A portfolio with 10 randomly selected U.S. stocks. A portfolio with 10 randomly selected international stocks. A portfolio with 10 randomly selected stocks from U.S. and international markets. Portfolio managers pick stocks for their clients’ portfolios based on the investment objective of the portfolio and several other factors. One...
You are a financial planner and your new client, Ying Li, needs your advice. Ying has...
You are a financial planner and your new client, Ying Li, needs your advice. Ying has been working for a few years but has no savings. Given her new promotion and salary increase, she wants to start saving. Ying wants to save $32,000 a year for the next 30 years. She wants to begin withdrawing $180,000 per year from her savings account starting a year after retirement. In addition, to celebrate her 5th year of her retirement, she wants to...
6. Portfolio risk and diversification A financial planner is examining the portfolios held by several of...
6. Portfolio risk and diversification A financial planner is examining the portfolios held by several of her clients. Which of the following portfolios is likely to have the smallest standard deviation? A portfolio consisting of about 30 randomly selected stocks A portfolio containing only Chevron stock A portfolio consisting of about 30 energy stocks Portfolio managers pick stocks for their clients' portfolios based on the investment objective of the portfolio and several other factors. One key consideration is each stock's...
A financial planner is examining the portfolios held by several of her clients. Which of the following portfolios is lik...
A financial planner is examining the portfolios held by several of her clients. Which of the following portfolios is likely to have the smallest standard deviation? A portfolio consisting of about three randomly selected stocks from different sectors. A portfolio containing Microsoft, Apple, and Google stock. A portfolio containing only Microsoft stock. Portfolio managers pick stocks for their clients’ portfolios based on the investment objective of the portfolio and several other factors. One key consideration is each stock’s contribution to...
The majority of individuals are auditory learners, thus, the financial planner should rarely provide visual aids such as graphs, charts, and diagrams True False
One type of internal data a financial planner should collect about the special needs of a client include a. needs of dependent persons b. nontraditional family c. divorce or remarriage considerations d. all of these
6. Portfolio risk and diversification A financial planner is examining the portfolios held by several of her clients. Which of the following portfolios is likely to have the smallest standard deviation? A portfolio consisting of about 30 randomly selected stocks A portfolio containing only Chevron stock A portfolio consisting of about 30 energy stocks Portfolio managers pick stocks for their clients' portfolios based on the investment objective of the portfolio and several other factors. One key consideration is each stock's...
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