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lololojoan · 2018年11月04日

问一道题:NO.PZ2018091702000023 [ CFA III ]

请问老师,为什么这题不能选A呢,是否对于passive preserver类型的投资者,我们给的建议应该是比较保守的投资策略呢?

问题如下图:

选项:

A.

B.

C.

解释:

1 个答案
已采纳答案

Shimin_CPA税法主讲、CFA教研 · 2018年11月06日

这是原版书的一段话:

如果给PP详细的建议他们会失去耐心,而且本来就很容易紧张很谨慎,说多了反而引起不安。我们不应该再提保守的投资策略了,这类投资因为自身保守所以通常投资的是短期、或者自己熟悉的产品,所以说要提一些宽泛的、鼓励型的投资建议。

polyu666 · 2020年03月01日

这些内容在讲义上是不是没有。老师也没提及,但是题目里涉及到的还蛮多的。

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