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IFSE Institute CIFC Exam - Topic 5 Question 22 Discussion

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?
B) Do you have pension plans at work?
A) Do you have any children?
C) When do you need the money?
D) What is your investment experience?

IFSE Institute CIFC Exam - Topic 5 Question 22 Discussion

Actual exam question for IFSE Institute's CIFC exam
Question #: 22
Topic #: 5
[All CIFC Questions]

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?

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Suggested Answer: B

by Gayla at Jul 02, 2026, 03:24 PM

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Pearly
3 days ago
I remember a practice question where timing was key, so "When do you need the money?" seems like a strong option to me.
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Colette
8 days ago
I think asking about their investment experience could be crucial, but I'm not entirely sure if it's the most important question right now.
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