Question

Witch of the fallowing is a duty of a personal finance manager? A) selling property insurance B) filling tax returns C) tracking clients investment D) selling houses

Answer 1

Answer:

C) tracking clients investment

Explanation:

Person finance involves the management of an individual's or a family's financial aspects, such as budgets, taxation, savings, and investments.  A personal finance manager evaluates the financial need of an individual or a family . He or she assist in making decisions that lead to the attainment of short-term and long-term financial goals.

A personal finance manager plays several roles in helping their clients achieve their objectives, some of them include

1. Develop realistic financial goals with the clients.
2. Make plans on how the client will achieve his or her goals
3. Recommending and undertaking investments on behalf of the clients.
4. Assist clients in making specific provision for anticipated expenses such as education and retirement.
5. Monitor investments on behalf of the client.