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nelon-龙 · 2020年07月31日

问一道题:NO.PZ2018070201000127 [ CFA I ]

问题如下:

An manager prepares an IPS for a client, and she has collected the following information:

  • The client is a 31 old widow and has two children (aged 3 and 5).
  • She has been employed as an manager of a big company.
  • She has two primary financial goals: supporting her retirement expense and education expenses of her children.

Her investment time horizon is:

选项:

A.

long term.

B.

short term.

C.

medium term.

解释:

A is correct.

The client's time horizon is best described as long term, because:

  • Her steady employment shows that her current liquidity needs are moderate.
  • It will take the children 10 years or more to go to college as the two children are aged at 3 and 5 now.
一般多少年就算为长期的投资
3 个答案

Kiko_品职助教 · 2023年08月07日

嗨,努力学习的PZer你好:


education的费用一般都是指整个教育到大学下来的费用了。

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加油吧,让我们一起遇见更好的自己!

信鸽子 · 2023年08月06日

他没说是college,题目只说了education呀

丹丹_品职答疑助手 · 2020年07月31日

嗨,从没放弃的小努力你好:


同学你好,一般十年以上算是长期


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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!