Section B (2 Mark)Which of the following is a reasonable assumption to make about the...

AAFM CWM_LEVEL_2 Question Answer

Section B (2 Mark)

Which of the following is a reasonable assumption to make about the understanding of a client on the Wealth planning Process?

Client would have identified a desirable asset allocation

Client would have some prior understanding of the assumptions on which the wealth plan is made

Client would understand the financial products being recommended

Client would be able to identify his financial goals

CWM_LEVEL_2 PDF/Engine

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