Recommending an investment product or investment strategy


Question: When you are considering offering or recommending an investment product or investment strategy to a client, you are obligated to first: select all that apply. Learn the essential facts about the investment product and/or investment strategy learn the essential facts about the client determine the client's risk tolerance determine whether the investment product and/or investment strategy is suitable for the client

 

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Accounting Basics: Recommending an investment product or investment strategy
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