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2022-04-29 18:27官網(wǎng)題Moselle Wealth Advisers Case Scenario，為什么不選B
所屬：CFA Level III > Private Wealth Management 視頻位置 相關(guān)試題
來源： 視頻位置 相關(guān)試題
1個(gè)回答
Chris Lan助教
2022-05-02 18:06
該回答已被題主采納
同學(xué)你好
這個(gè)題就是基于原版書中的P218頁的表述來做判斷的。
Financial planning knowledge. Wealth managers are typically not experts in specialized financial planning fields such as estate law, taxation, and insurance. However, these fields are highly relevant to the practice of wealth management. As a result, wealth managers who have a working knowledge of these related fields can add meaningful value for a client and can more effectively interact with the other professionals who serve that client.
財(cái)富經(jīng)理也不是專業(yè)人員，但是財(cái)富經(jīng)理多少懂點(diǎn)，可以幫客戶更好的與專業(yè)人員溝通。所以這隱含的意思就是財(cái)富經(jīng)理也不是專家，因此這不是一個(gè)合理的理由，讓客戶去請一個(gè)財(cái)富經(jīng)理來管理資產(chǎn)，至少在財(cái)富計(jì)劃方面，財(cái)富經(jīng)理能提供的幫助非常有限。
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