PERSONAL FINANCIAL SERVICES
ADVICE (PFSA) 2025 QUESTIONS
WITH 100% CORRECT ANSWERS!!
1 of 24
Definition
Collectively held e.g. family time
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How to deal with clients that have
What are values?
different values.
What are examples of values? What are beliefs?
, Don't know?
2 of 24
Term
What are examples of values?
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Trends that change Honesty, Integrity,
frequently based on Balancing family life
popular opinion and with career, Being
social media. hardworking.
Personal preferences for Rules and regulations set by
food, clothing, and governments to maintain
entertainment choices. order in society.
Don't know?
3 of 24
Term
What are the three main variables that influence the decisions
individuals make?
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, Symbols, Artifacts, Size, Occasion, And Group
Traditions
Membership
Gender, Knowledge, And Opinions Beliefs, Values, Attitudes
Don't know?
4 of 24
Term
Where are cultural influences acquired through?
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Socialization
and Symbols, Artifacts, Traditions
Acculturation
Values, Ideas, Attitudes Conformity and Compliance
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5 of 24
Definition
Clients spend their money on those they care about.
Clients tend to think they need to buy love and acceptance.
ADVICE (PFSA) 2025 QUESTIONS
WITH 100% CORRECT ANSWERS!!
1 of 24
Definition
Collectively held e.g. family time
Give this one a try later!
How to deal with clients that have
What are values?
different values.
What are examples of values? What are beliefs?
, Don't know?
2 of 24
Term
What are examples of values?
Give this one a try later!
Trends that change Honesty, Integrity,
frequently based on Balancing family life
popular opinion and with career, Being
social media. hardworking.
Personal preferences for Rules and regulations set by
food, clothing, and governments to maintain
entertainment choices. order in society.
Don't know?
3 of 24
Term
What are the three main variables that influence the decisions
individuals make?
Give this one a try later!
, Symbols, Artifacts, Size, Occasion, And Group
Traditions
Membership
Gender, Knowledge, And Opinions Beliefs, Values, Attitudes
Don't know?
4 of 24
Term
Where are cultural influences acquired through?
Give this one a try later!
Socialization
and Symbols, Artifacts, Traditions
Acculturation
Values, Ideas, Attitudes Conformity and Compliance
Don't know?
5 of 24
Definition
Clients spend their money on those they care about.
Clients tend to think they need to buy love and acceptance.