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Educ 622 Client Report Updated Study Guide With Complete Solutions

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Educ 622 Client Report Updated Study Guide With Complete Solutions

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EDUC 622 CLIENT REPORT UPDATED
STUDY GUIDE WITH COMPLETE
SOLUTIONS

●● Investment Objective
Answer: Describes what a client wants investments to accomplish to
determine suitable recommendations.


●● Investment Policy Statement (IPS)
Answer: A document created using client objectives to guide investment
recommendations.


●● Risk Spectrum
Answer: Further left means lower risk/return; further right means higher
risk/return.


●● Safety/Preservation of Capital
Answer: Investment objective focused on protecting principal with
minimal risk.


●● Suitable Investments for Preservation of Capital
Answer: Cash equivalents, U.S. government securities, bank CDs,
money market funds, investment-grade bond funds.

, ●● Unsuitable Investments for Preservation of Capital
Answer: Any type of equity investment.


●● Current Income
Answer: Investment objective focused on generating regular income
through interest or dividends.


●● Suitable Investments for Income
Answer: Debt instruments, public utility stocks, blue-chip stocks,
preferred stock, large-cap stocks, income funds.


●● Unsuitable Investments for Income
Answer: Growth stocks, money market funds, aggressive growth funds,
income bonds, convertible bonds.


●● Tax-Free Income
Answer: Investment objective often sought by clients in high tax
brackets.


●● Suitable Investments for Tax-Free Income
Answer: Municipal bonds and municipal bond funds.

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