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Yujie · 2021年10月11日

为什么不是A呢？

  1. CFA III
  2. Behavioral Finance

* 问题详情，请 查看题干

NO.PZ201511190100000401

问题如下：

When advising his clients, Wang is least likely to:

选项：

A.

educate Perez on the benefits on portfolio diversification.

B.

limit Johnson’s role in the investment decision-making process.

C.

provide Patel with details like standard deviations and Sharpe ratios.

解释：

C is correct.

This would not be an effective way to advise Patel. Given Patel’s information, he is likely to be more receptive to “big picture” advice that does not dwell on details like standard deviations and Sharpe ratios. He is emotionally biased and providing excessive cognitive detail will lose his attention. He needs to be convinced of his advisor’s general philosophy first and then, as trust is gained, he will respond to advice and take action. (Patel is a Passive Preserver.)

A怎么不对呢？

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1 个答案

王琛_品职助教 · 2021年10月12日

嗨，从没放弃的小努力你好：


题目问：建议客户时，财务顾问最「不」应该的建议方式是哪个？"least likely"

即，选出来的选项，是「错误」的建议方式；A 选项是正确的建议方式，所以不选 A 哈

关于 A 选项的解析，我之前刚好总结过，请同学先参考一下：https://class.pzacademy.com/qa/82875

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