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Advanced Wealth Management Course (IIBF) - Paper 1
Part II: Ch 10: Towards a Financial Plan
Q1.
Gathering client information can be one of the most challenging parts of the financial planning process.
Q2.
The content requirements of a statement of advice given by a licensee and authorized representative was previously known as:
Q3.
Conservative clients are:
Q4.
Moderate clients are:
Q5.
Very aggressive clients are:
Q6.
You will need to provide a regular review of the Guptas’ plan (case study of Guptas'), examining:
Q7.
ProQuest is a computer-based risk tolerance tool that can be used on the Internet.
Q8.
‘Risk tolerance test’, which assesses client’s attitudes toward investment risk.
Q9.
ASIC specifically refers to:
Q10.
According to Sanjeev & Sanjana case study, both were assessed as having:

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