Practice Quiz

Financial Planner

Category - General Principles of Financial Planning

Start a Study Session Sign up for Question of the Day
There are five stages of a client’s life that should be considered in financing strategies. What is the age range for the “Prime Time Years”?
  1. 18-25
  2. 25-40
  3. 40-55
  4. 55-65
Explanation
Answer: C - The “Prime Time Years” are when the client is between ages 40 and 55. In this stage, the client likely has more discretionary income than in other stages. You, as the financial planner, should assist the client in using this discretionary income towards his or her financial goals.
Was this helpful? Upvote!
Login to contribute your own answer or details
Start a Study Session Sign up for Question of the Day

Top questions

Related questions

Most popular on PracticeQuiz