AAFM Chartered Wealth Manager (CWM) Certification Level II Examination CWM_LEVEL_2 Question # 220 Topic 23 Discussion

AAFM Chartered Wealth Manager (CWM) Certification Level II Examination CWM_LEVEL_2 Question # 220 Topic 23 Discussion

CWM_LEVEL_2 Exam Topic 23 Question 220 Discussion:
Question #: 220
Topic #: 23

Section A (1 Mark)

The life-cycle theory of asset allocation proposes that as investors progress through life, their


A.

Asset allocation should change to meet changing needs.


B.

Earnings increase in their 20s, reach a peak at about age 45, then decline.


C.

Assets must grow geometrically in order to achieve reasonable goals.


D.

Asset allocation should remain fixed in order to avoid short-sighted adjustments.


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