Planning matters

Test Your Knowledge

While navigating the complex world of financial planning clients come across many common terms used in the industry. We take pride in educating our clients and ask that you participate in this fun exercise to see how well you know financial planning acronyms. Please click the link below to take our Financial Planning Acronym quiz. You will be taken to a trusted third-party site called Survey Money. Your information will not be collected, shared or distributed in any way.

https://www.surveymonkey.com/r/F5R25DW

Once you complete the quiz you will be taken to a results page that will show you how well you did. Don’t worry, the grade will not become part of your permanent record.

Written By Haley Smart