2021 Envestnet Advisor Summit - PM-001 - CE Quiz

Misunderstood and Unconvinced: How to Successfully Engage Female Investors

To receive continuing education credits for the session you just watched, please complete the quiz below. If you receive a passing score of 80% or higher, Envestnet will submit your information for CE credit on your behalf.

If you have any questions, please contact EventsTeam@envestnet.com

This session is currently pending one (1) CFP® credit and approved for one (1) CIMA® credit.

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* 1. First Name:

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* 2. Last Name:

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* 3. Email:

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* 4. CFP Program ID:

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* 5. CIMA Program ID:

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* 6. Women make up what percentage of primary breadwinners?

60%

50%

40%

25%

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* 7. Why is it important to engage with female investors?

90% of women will be solely responsible for managing the finances at some point in their lives

Women live longer than men

74% of women discovered a negative financial surprise after divorce or death of a spouse

All of the above

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* 8. Couples are more confident when financial decisions are made together.

True

False

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* 9. Business owners are significantly more confident than other respondents

True

False

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* 10. Professional life events are never associated with financial anxiety

True

False

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* 11. Confidence is higher when a financial professional is engaged

True

False

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* 12. When working with couples, share the benefits of joint decision-making.

True

False

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* 13. Which is NOT a strategy that works when engaging women:

Women & Wealth Seminars

Reflect on Team Construction

Talk to their husbands

Adapt your approach

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* 14. Investors will are likely to be predisposed to work with an advisor based on gender similarities

True

False

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* 15. Joint decision-making, however, decreases the financial literacy of both partners

True

False