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CSI Investment Funds in Canada (IFC) Exam IFC Question # 32 Topic 4 Discussion

CSI Investment Funds in Canada (IFC) Exam IFC Question # 32 Topic 4 Discussion

IFC Exam Topic 4 Question 32 Discussion:
Question #: 32
Topic #: 4

What does suitability mean?


A.

Recommendations are appropriate for the client’s unique situation and investment objectives


B.

The investor’s major concerns are addressed


C.

Understanding the personal and financial knowledge of the client


D.

Recommendations are not based on the personal and financial knowledge of the client


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