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标题: What's the CFAI term for... [打印本页]

作者: draz    时间: 2013-4-17 19:16     标题: What's the CFAI term for...

… when an individual client has huge spending plans but could scale back their spending hence they have increased risk tollerance?
作者: Houjichasan    时间: 2013-4-17 19:16

is there a term for that? I thought you would just explain that risk tolerance is higher because planned spending could be cut.
Similarly, if an individual plans to retire early, you could say they have higher risk tolerance because they could go back to work if necessary.




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