American Bankers Association Exam CTFA Topic 5 Question 63 Discussion

Actual exam question for American Bankers Association's Certified Trust and Financial Advisor exam

Question #: 63
Topic #: 5

[All Certified Trust and Financial Advisor Questions]

The approach in which the investment policy should ''identify acceptable ranges for investments in different types of instruments, including cash, equities, bonds and debentures, and real property is known as:

APrudent Person Approach

BCash Outflow Approach

CRegular investment Approach

DAsset requisition Approach

Show Suggested Answer

Suggested Answer: A

by Lonny at Apr 25, 2024, 11:41 PM

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