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American Bankers Association Exam CTFA Topic 5 Question 63 Discussion

Actual exam question for American Bankers Association's Certified Trust and Financial Advisor exam
Question #: 63
Topic #: 5
[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

by Lonny at Apr 25, 2024, 11:41 PM

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Adrianna
2 days ago
I think the answer is A) Prudent Person Approach.
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Hana
14 days ago
No, it's not. The correct answer is A) Prudent Person Approach.
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Nada
15 days ago
Is it also known as the Cash Outflow Approach?
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Glenn
16 days ago
A) Prudent Person Approach
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Cristal
17 days ago
What is the approach where the investment policy identifies acceptable ranges for investments in different types of instruments?
upvoted 0 times
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