Financial Planner Interview Questions and Answers for Freshers

Equities are direct ownership in a company while mutual funds are a pool of investments managed by professionals.

• Equities offer higher potential returns but also higher risk

• Mutual funds offer diversification and professional management

• Equities require more research and monitoring

• Mutual funds have fees and expenses

• Equities offer voting rights and dividends

• Mutual funds offer liquidity and ease of buying/selling

• Equities are suitable for experienced investors

• Mutual funds are suit...read more

Financial planning is the process of creating a roadmap to achieve financial goals through budgeting, investing, and risk management.

• Financial planning involves setting financial goals and creating a plan to achieve them.

• It includes budgeting, investing, and risk management to ensure financial stability.

• Financial planners help individuals and businesses create and implement financial plans.

• Examples of financial goals include saving for retirement, buying a home, or paying off...read more