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lcai

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发表于 2011-7-13 13:18 | 只看该作者
it is one of the EOC questions in the CFAI book

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susana

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12#
发表于 2011-7-13 13:18 | 只看该作者
I guess we should take the more conservative one among ability and willingness...

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Valores

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13#
发表于 2011-7-13 13:18 | 只看该作者
It's LOW. You put something in the Unique Circumstances or Return section about meeting with client to discuss their low willingness vs high ability at some later point, but you don't ignore their wishes when writing the IPS.

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Colum

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14#
发表于 2011-7-13 13:18 | 只看该作者
it is subjective and I have no idea....
if they are 30 I will choose above
60 choose below



Edited 1 time(s). Last edit at Sunday, May 29, 2011 at 12:01AM by goodman2011.

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Chuckrox

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15#
发表于 2011-7-13 13:18 | 只看该作者
Interestingly in the Stalla mock there's an individual with high ability and low willingness who they recommend to average.

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IAmNeil

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发表于 2011-7-13 13:19 | 只看该作者
i would say low and then in unique mention that you should try to educate to reconcile differences.

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canadiananalyst

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17#
发表于 2011-7-13 13:19 | 只看该作者
So I will deffo be averaging if I see one of these come up!

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former

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18#
发表于 2011-7-13 13:19 | 只看该作者
Just rereading Schewer, they appear to say you should only average the two is the required return is very low (ie there are a lot of assets compared to required return), as in this case the client can withstand a large drop in portfolio value before their goals are put in danger.

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