AAFM Chartered Wealth Manager (CWM) Certification Level II Examination CWM_LEVEL_2 Question # 223 Topic 23 Discussion

AAFM Chartered Wealth Manager (CWM) Certification Level II Examination CWM_LEVEL_2 Question # 223 Topic 23 Discussion

CWM_LEVEL_2 Exam Topic 23 Question 223 Discussion:
Question #: 223
Topic #: 23

Section A (1 Mark)

The steps to establishing an investment policy are to state the


A.

Minimum investment and maximum fees.


B.

Regulatory guidelines for prudent man investing.


C.

Objectives and constraints and preferences.


D.

Asset allocation parameters and time horizons.


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