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

扑扑扑 · 2020年10月01日

问一道题:NO.PZ2015121801000127

问题如下:

A client who is a 34-year old widow with two healthy young children (aged 5 and 7) has asked you to help her form an investment policy statement. She has been employed as an administrative assistant in a bureau of her national government for the previous 12 years. She has two primary financial goals her retirement and providing for the college education of her children. This client’s time horizon is best described as being:

选项:

A.

long term.

B.

short term.

C.

medium term.

解释:

A  is correct.

The client’s financial objectives are long term. Her stable employment indicates that her immediate liquidity needs are modest. The children will not go to college until 10 or more years later. Her time horizon is best described as being long term.

中期是多长时间呢

1 个答案

丹丹_品职答疑助手 · 2020年10月02日

嗨,爱思考的PZer你好:


同学你好,一般情况下1-10年为中期,但是题干中相关表述,也需要结合题干


-------------------------------
虽然现在很辛苦,但努力过的感觉真的很好,加油!