GB550-1: Evaluate the impact of financial management practices on organizational decision-making.
PC-5.1: Use language that is clear, concise, and organized.
One career role in the financial planning industry is that of the investment advisor. In this Assignment, you act in this role for the sake of the mini-case study to respond to questions regarding financial management practices that affect organizational decision-making. Read the case and the questions carefully and respond in a thorough manner.