ACCT 201 Lecture Notes - Lecture 2: Certified Financial Planner, Limited Liability Company, S Corporation

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2 Feb 2017
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Please refer to (cid:498)cpa_1. doc(cid:499) or (cid:498)cpa_1. pdf(cid:499) for the complete class preparation assignment. Please use this form to submit your answers to the questions, via blackboard, prior to the start of class. Please answer in your own words, unless indicated otherwise: please describe what duties a (cid:498)financial analyst(cid:499) might perform. capital. Financing decisions are more (cid:498)fundraising(cid:499), using cash flow to meet liability obligations. A financial analyst uses data in order to determine investment and financing decisions. Investment decisions largely surround assets, or what the firm already owns, like land, labor, or and purchase other assets to increase the value of the firm: please describe the duties of a loan officer. A loan officer is someone who analyzes loan applications and determines whether or not they should be approved based on a variety of factors. A cfp is more personal than a financial manager, dealing with clients in a more one-on-one certain financial goals people may have.

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