Exam 13: Managing Financial Resources

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A(n) _____ is a preliminary financial plan for a given time period, generally a year.

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Sherry LeBlanc has been a teller at Community First Bank for two years and anticipates a promotion to main teller within the next few months. She’s worked hard at her job, knows her bank’s financial products well, and interacts with customers effectively. Community First Bank has been in business for 38 years, provides traditional banking services, and enjoys a good reputation in the local area. -Sherry works at the most common type of financial institution in America.

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