c13002试题(外国英文资料).docVIP

c13002试题(国外英文资料) Test questions Try the topic One, single choice question The riskiest of the following wealth management tools is (). Money fund B. corporate bonds Private placement D. foreign exchange leveraged trade Description: null Your answer: D Subject score: 10 The score is 10.0 Remark: The following are the () of wealth management tools that do not belong to high risk earnings and high liquidity. Commodity futures B. stock funds C. PE funds D. foreign exchange leveraged trade Description: null Your answer: C Subject score: 10 Score: 0.0 Remark: Two, multiple choice questions The following statement is true (). (there are more than one correct option for this question) Precious metals such as gold are expensive and hard to keep The stock market gains are volatile, and long-term holdings may not necessarily yield stable returns C. property transactions are costly and difficult to cash in D. the art of art is weak, and the professional level of the investor is high Description: null Your answer: C, D, B, A Subject score: 10 The score is 10.0 Remark: When providing wealth management services to clients, the investment consultant should know the basic information such as the customer (). (there are more than one correct option for this question) The stage of wealth Investment objectives C. risk tolerance Investment experience Description: null Your answer: C, D, A, B Subject score: 10 The score is 10.0 Remark: The full program, standardized 5 + 4 service process includes the search for qualified target customers, (), etc. (there are more than one correct option for this question) Understand customer requirements and preferences - customer risk assessment Offer planning and advice -- financial planning C. Assist in execution -- investment advice D. Review and review regularly Description: null Your answer: D, C, B, A Subject score: 10 The score is 10.0 Remark: Third, true or false When a person is in middle age, financial planning should focus on protecting the