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

120555137 · 2020年05月27日

问一道题:NO.PZ201511200300003101

* 问题详情,请 查看题干

问题如下:

Based on Exhibit 1, which of the following items is Açor most likely to include in the section of the IPS she is drafting for Njau?

选项:

A.

Moderate risk tolerance

B.

40% allocation to equities

C.

$500,000 charitable pledge in 15 years

解释:

C is correct. Açor is preparing a draft of the investment objectives section of an IPS for Njau. Investment objectives include identifying funding needs and goals for the portfolio. So, Açor should include the $500,000 charitable pledge to Udhamini in 15 years in the investment objectives section of the IPS. Njau’s goal is specific and is an important part of the investment objectives that will drive the preparation of the remainder of the IPS and the execution of the investment strategy.

原来这个题的坑在objective,以后还是要注意看题

1 个答案

王暄_品职助教 · 2020年05月29日

嗨,努力学习的PZer你好:


嗯是的,个人IPS的坑很多,要仔细读题和文章,多做题!


-------------------------------
就算太阳没有迎着我们而来,我们正在朝着它而去,加油!