Financial Consultant

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Financial Consultant Interview Questions and Answers for Freshers

Updated 21 Aug 2024

Q1. Who is a financial consultant?

Ans.

A financial consultant is a professional who provides financial advice and guidance to clients based on their financial goals and situation.

  • Provides advice on investments, taxes, insurance, retirement planning, and other financial topics

  • Helps clients create financial plans to achieve their goals

  • May specialize in areas such as estate planning, risk management, or investment management

  • Works with individuals, businesses, or organizations

  • Requires strong analytical and communicati...read more

Q2. What is insurance ?

Ans.

Insurance is a financial product that provides protection against financial losses resulting from unexpected events.

  • Insurance involves paying a premium to an insurance company in exchange for coverage against specified risks.

  • Types of insurance include health, life, auto, home, and disability insurance.

  • Insurance helps individuals and businesses manage risk by transferring it to the insurance company.

  • Claims are made when a covered event occurs, and the insurance company pays ou...read more

Financial Consultant Jobs

Capgemini - Consultant - Finance Transformation Strategy (8-20 yrs) 8-20 years
Capgemini Invent
3.7
Tech Consulting - Oracle - Fusion Finance Consultant 3-5 years
Ernst Young
3.4
Kochi
SAP Central Finance Consultant (cFIN) 8-12 years
Robert Bosch Engineering and Business Solutions Private Limited
4.2
Hosur
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