AAMS (Accredited Asset Management Specialist) Exam; Questions and Answers 100% Verified
AAMS (Accredited Asset Management Specialist) Exam; Questions and Answers 100% Verified All of the following are major steps in the asset management process except A) Making and implementing recommendations B) Gathering Data C) Establishing Goals D) Establishing an asset allocation policy Correct answer-D) Establishing an asset allocation policy Stefan's business plan includes the following goal: "I will contact 50 prospective clients and document this activity in the CRM for tracking purposes." Which primary element of a good goal is missing? This goal is not A) achievable. B )relevant. C) time-framed. D) specific. Correct answer-C) time-framed
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