Level 25 Level 27
8 words 0 ignored
Ready to learn Ready to review
Check the boxes below to ignore/unignore words, then click save at the bottom. Ignored words will never appear in any learning session.
a specialist who is trained to offer specific financial help and advice.
Tax exempt income
is income that is not taxed.
Tax deferred income
is income that is taxed at later date.
an increase in the value of an asset
is the sale of an investment less its purchase price.
is a document that discloses information about a company's earnings, assets, liabilities, products and services, stocks, and qualifications of its management.
What are some sources of financial information?
News papers, prospectus, government reports, and business publications.
What are the four types of financial planners?
Fee only planners, Fee offset planners, Fee and commission planners, Commission only planners.