掃碼下載APP
及時接收最新考試資訊及
備考信息
學習是一個不斷積累的過程,每天學習一點,每天進步一點!為了幫助大家更高效地備考2021年CFA考試,正保會計網校每日為大家上新CFA習題供大家練習。讓網校與您一起高效備考2021年CFA考試,夢想成真!
Questions 1:
You are preparing an investment policy statement for a client who manages her own successful marketing consultancy. Her annual income is approximately $500,000. She describes herself as a finance novice. Most of her savings are invested in bank term deposits and short-term government securities. In her responses to the standard risk assessment questionnaire, she strongly agrees with the statements that she “feels more comfortable putting money in a bank account than in the stock market.” Also, she “thinks of the word ‘risk’ as being a ‘loss’”. Based on this information, your client’s ability and willingness to take risk can best be described as:
A 、low ability and high willingness.
B、 high ability and willingness.
C、 high ability and low willingness.
Questions 2:
A key difference between a wrap account and a mutual fund is that wrap accounts:
A 、have assets that are owned directly by the individual.
B 、cannot be tailored to the tax needs of a client.
C 、have a lower required minimum investment.
C is correct. Although the client owns a successful business and has a high income, she exhibits above-average risk aversion, indicating that her ability to take risk is high, but her willingness to take risk is low.
A is incorrect because her ability to take risk is high (not low), and there is low (not high) willingness to take risk.
B is incorrect because her ability to take risk is high, but there is low (not high) willingness to take risk.
A is correct. The key difference between a wrap account and a mutual fund is that in a wrap account, the assets are owned directly by the individual.
B is incorrect. Wrap accounts can be tailored to the tax needs of a client.
C is incorrect. Wrap accounts have higher required minimum investments.
成功=時間+方法,自制力是這個等式的保障。世上無天才,高手都是來自刻苦的練習。而人們經常只看到“牛人”閃耀的成績,其成績背后無比寂寞的勤奮。小編相信,每天都在勤奮練習,即使是一點點的進步,大家一定可以成為人人稱贊的“牛人”。
Copyright © 2000 - www.electedteal.com All Rights Reserved. 北京正保會計科技有限公司 版權所有
京B2-20200959 京ICP備20012371號-7 出版物經營許可證 京公網安備 11010802044457號
套餐D大額券
¥
去使用 主站蜘蛛池模板: 91精品福利 | 中文字幕日韩一区二区 | 欧美第一区 | 国产一区欧美 | 日韩在线一区二区三区 | 亚洲专区欧美 | 国产高清免费观看 | 日韩久久综合 | 国产中文视频 | 久久久精品美女 | 国产做爰全过程免费的视频 | 免费的av | 日韩中文字幕视频在线观看 | 免费麻豆| 免费黄色 | 国产精品99久久久久久似苏梦涵 | 超碰在97| 久色成人| rbd一奴隷色335 | 一区二区三区不卡在线 | 污视频免费在线观看 | 日韩午夜视频在线观看 | 国产高清无密码一区二区三区 | 99久久久精品 | 久久久久久久久99精品大 | 成人在线看片 | 日韩成人毛片在线 | 国产不卡一二三区 | 精品免费国产一区二区三区四区 | 久久看看 | 亚洲视频精品一区 | 国产精品17p | 成人一区二区三区 | 国产欧美日韩视频 | 久久精品在这里 | 欧美 日韩 国产 成人 在线 91 | 91精品国产综合久久香蕉最新版 | 日本a在线 | 久久久久成人精品 | 精品一区二区久久久久久久网站 | 亚洲欧洲精品在线 |