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shirley_hd · 2020年07月12日

问一道题:NO.PZ201604030300004403

* 问题详情,请 查看题干

问题如下:

3. When meeting with Vanderon, does Klein violate any CFA Standards?

选项:

A.

No.

B.

Yes, because he improperly references the CFA designation.

C.

Yes, because he claims enhanced portfolio management skills.

解释:

B is correct.

Klein improperly references the CFA designation when he states "As a CFA charterholder, I am the best qualified to manage your investments." He is in violation of Standard VII(B) —Reference to CFA Institute, the CFA Designation, and the CFA Program.

正确的应该怎么说?

1 个答案

王暄_品职助教 · 2020年07月13日

嗨,爱思考的PZer你好:


Klein只是通过了CFA三个级别的考试,目前还不是CFA charterholder, 所以他不可以说 “As a CFA charterholder”, 他可以说:“Since I passed CFA level III…..”


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