Wealth Management
What is the main goal of personal financial planning?
To manage income, spending, and savings to meet long-term financial goals.
This is the main goal of investment banking?
Helping companies and governments raise money by issuing stocks and bonds.
What is the main goal of corporate finance?
Maximizing shareholder value
This is the general term for managing money — including saving, investing, and budgeting.
Finance
This French company is the world’s largest beauty and cosmetics brand, known for products like Maybelline, Garnier, and Lancôme.
L'Oréal
What type of professional helps clients manage wealth by building diversified investment portfolios?
A private wealth manager.
The people who build financial models and create presentations for deals are called this.
Analysts
When a company sells part of itself to investors, it is raising money through this.
Equity
This term describes how much money a company makes.
Revenue
What is Professor Jamison's position at L'Oréal?
Vice President
These smaller, specialized firms offer highly personalized financial advice and focus on fewer clients — unlike large national firms that serve thousands with standardized services.
Boutique wealth management firms
Name 2 of the 4 biggest investment banking companies.
Morgan Stanley, Bank of America, Goldman Sachs, JPMorgan Chase & Co
The person in charge of managing a company’s finances is called this.
Chief Financial Officer (CFO)?
This type of financial statement shows a company’s income, expenses, and profit over time.
Income Statement
What was Jordan Belfort's company in "The Wolf of Wall Street"?
Stratton Oakmont
Name three common services a private wealth manager provides.
Investment management, estate and tax planning, and risk management or insurance guidance.
This type of financial model estimates a company’s value by projecting its future cash flows and discounting them back to present value.
DCF (Discounted Cash Flow Model)
This is the portion of a company’s profits that is paid out to shareholders, often in cash or additional stock.
Dividend
This is a mix of different investments (like stocks, bonds, and cash) designed to lower risk.
Diversified Portfolio
Of the 4 celebrities who obtained a degree in finance?
1. Mick Jagger
2. Adam Sandler
3. Leonardo DiCaprio
4. Tom Cruise
1. Mick Jagger (London School of Economics)
This type of account lets investors hold retirement savings with tax advantages until they withdraw funds later in life.
IRA (Individual Retirement Account)
This big U.S. investment bank is famous for working on major deals and has the slogan “Our clients’ interests always come first.”
Goldman Sachs
This type of investment banker helps companies merge together or buy other businesses by advising on price, structure, and negotiations.
M&A (Mergers and Acquisitions) advisor?
What is the largest finance company in the world?
JPMorgan Chase & Co
You invest $2,000 in a stock that earns 8% per year. After 2 years, how much will it be worth?
(2,000 × (1 + 0.08)² = 2,332.80)