CISI Investment Funds in Canada (IFC)Exam IFC Question # 76 Topic 8 Discussion

CISI Investment Funds in Canada (IFC)Exam IFC Question # 76 Topic 8 Discussion

IFC Exam Topic 8 Question 76 Discussion:
Question #: 76
Topic #: 8

Terri, 30 years old, is the marketing manager at Provincial Winery with an average annual income of $60,000. Her spouse Yvette, 28 years old, is a project manager with a telecommunications firm earning

$70,000 per year. You are helping them to organize their investments and are trying to assess their financial resources.

Which of the following is the best question to ask?


A.

Do you have any children?


B.

Do you have pension plans at work?


C.

When do you need the money?


D.

What is your investment experience?


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