Question

In constructing a profile for your customer, you wish to assemble information on both financial and nonfinancial investment considerations that affect your customer. Which of the following qualify as financial investment considerations?

A) Your customer's tolerance of various forms of risk
B) Your customer's tax staus
C) Your customer's liquid net worth
D) Your customer's monthly credit card payments

Answer 1

Answer: The following qualify as financial investment considerations:

C. your customer's liquid net worth

D. your customers monthly credit card payments

Here, in this case we are required to construct a profile for our customer, in order for this to we need to assemble information. Therefore the correct option in this case is (C) and (D).