CSI Investment Funds in Canada (IFC) Exam IFC Question # 88 Topic 9 Discussion

CSI Investment Funds in Canada (IFC) Exam IFC Question # 88 Topic 9 Discussion

IFC Exam Topic 9 Question 88 Discussion:
Question #: 88
Topic #: 9

How does the life-cycle hypothesis assist an advisor while interacting with clients?


A.

It forms part of the ongoing requirements of the Know Your Client rule


B.

It suggests that as clients age they are in a better financial position to take on investment risk


C.

It provides general assumptions regarding investment objectives based on a client's life stage


D.

It identifies a client's current life stage and investment objectives by their age


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