Podcast
Play an AI-generated podcast conversation about this lesson
Questions and Answers
What is the purpose of the pre-consultation questionnaire?
What is the purpose of the pre-consultation questionnaire?
- To collect information before a consultation (correct)
- To provide personal financial advice
- To ask about hobbies and interests
- To sell financial products
Which of the following is NOT a financial goal listed in the questionnaire?
Which of the following is NOT a financial goal listed in the questionnaire?
- Saving for children's education
- Investing in stocks (correct)
- Paying off debt
- Saving for retirement
What is the purpose of the 'Other' option in the financial goals question?
What is the purpose of the 'Other' option in the financial goals question?
- To confuse the person filling out the questionnaire
- To provide an opportunity to list additional financial goals (correct)
- To exclude less common financial goals
- To limit the number of options to choose from
How did the person filling out the questionnaire hear about the financial consultation service?
How did the person filling out the questionnaire hear about the financial consultation service?
Signup and view all the answers
What should the person filling out the questionnaire do if there is additional information they would like to share before the consultation?
What should the person filling out the questionnaire do if there is additional information they would like to share before the consultation?
Signup and view all the answers
