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Question 1 of 8
1 point(s)
Which of the following situation the client will be with surplus retirement fund?
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Question 2 of 8
1 point(s)
Which of the following can be a most likely assumption made by financial planner to accumulate desire retirement fund?
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Question 3 of 8
1 point(s)
Fixed home mortgages are which type of goal:
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Question 4 of 8
1 point(s)
Which of the following is not a variable and terminable goal?
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Question 5 of 8
1 point(s)
Which of the following is the best example of a funding need that is variable and permanent
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Question 6 of 8
1 point(s)
A well-defined goals have following characteristics:
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Question 7 of 8
1 point(s)
A goal required to be achieved by the client should be:
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Question 8 of 8
1 point(s)
Which of the following is least likely a factor to be considered while determining optimal retirement investment (cash flow) portfolios?
