开发者:上海品职教育科技有限公司 隐私政策详情

应用版本:4.2.11(IOS)|3.2.5(安卓)APP下载

yer8598 · 2020年01月18日

问一道题:NO.PZ201511200300002901 第1小题 [ CFA III ]

* 问题详情,请 查看题干

这个答案感觉好乱啊,请问IPS这种问答题应该怎么写有条理?这个答案感觉就是把题目抄了一遍

问题如下图:

1 个答案

包包_品职助教 · 2020年01月18日

想要写的有条理一点,就只写结论就好了。这个答案是包括了对结论的解释,所以很啰嗦。

对这道题来说,就写答案里面前面的结论部分就好了,就是我放在下面的这些内容:

Investment Objectives:

■● Purpose: Support Patel’s lifestyle in retirement (higher priority), provide for family’s needs (higher priority), fund philanthropic activities (lower priority), provide inheritance for children (lower priority)

■● Anticipated annual need: €200,000, with annual increases for inflation

■● Annual need met with: Income from small business (approx. €120,000), pension (€50,000 with annual inflation increases), portfolio distributions

■● Intent to purchase of €1.4 million vacation home in three years

■● Zik should assist in quantifying philanthropic and bequest goals and determining how to fund the vacation home purchase.