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Lu · 2023年02月18日

老师conner是PP么

NO.PZ2022052301000015

问题如下:

During preparation for the weekly PWG meeting, Davidson reviews the financial holdings of three new clients along with their risk assessment questionnaires. Her observations are summarized in Exhibit 1 Client Assessment Highlights


Which behavioral investor type most likely describes Michael Donnelly?

选项:

A.

Independent individualist

B.

Active accumulator

C.

Friendly follower

解释:

Donnelly is entrepreneurial and created his own wealth. He lacks spending controls, does not believe in the benefits of portfolio diversification, has a high risk tolerance, and prefers high-risk investments recommended by friends. These are all attributes of an active accumulator.

老师conner是PP么

1 个答案

王琛_品职助教 · 2023年02月19日

嗨,爱思考的PZer你好:


是的,Kyra Conner 的投资者分类是 PP

这道 MOCK 题我之前刚好总结过,请同学先参考一下:https://class.pzacademy.com/qa/99175

如果同学还有疑问,可以追问或者评论,我再回答同学的后续疑问哈

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就算太阳没有迎着我们而来,我们正在朝着它而去,加油!

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