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Level 26

Policies to Reduce Risk

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Financial planner
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.
Capital Gain
an increase in the value of an asset
Capital loss
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.