AAFM Chartered Wealth Manager (CWM) Global Examination GLO_CWM_LVL_1 Question # 222 Topic 23 Discussion

AAFM Chartered Wealth Manager (CWM) Global Examination GLO_CWM_LVL_1 Question # 222 Topic 23 Discussion

GLO_CWM_LVL_1 Exam Topic 23 Question 222 Discussion:
Question #: 222
Topic #: 23

The role of a wealth manager can be best defined as which of the following?


A.

Make informed decision to the clients


B.

Develop a sound financial plan


C.

Review the financial plan


D.

All of the above


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