In which of the following areas does a financial planner not have to be knowledgeable?
A)Taxes
B)Investments.
C)Current living needs.
D)A financial planner has to be knowledgeable in all of the above
E)A financial planner does not have to be knowledgeable in any of the above

Question

Quizplus · Accepted Answer

A financial planner has to be knowledgeable in all of the above areas to effectively advise clients on their finances. They need to understand taxes to help clients minimize tax liabilities, investments to help clients grow their wealth, and current living needs to help clients create a budget and financial plan that meets their needs.

In Which of the Following Areas Does a Financial Planner