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American Bankers Association Exam CTFA Topic 6 Question 7 Discussion

Actual exam question for American Bankers Association's Certified Trust and Financial Advisor exam
Question #: 7
Topic #: 6
[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:

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Suggested Answer: A


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