張同學(xué)
2024-07-05 13:55老師,紅線部分不是在說(shuō)他們擔(dān)心自己活的太長(zhǎng),資產(chǎn)不夠,后面接著說(shuō)他們的annuity help agaist了這個(gè)risk,這樣不是應(yīng)該選A:health嗎
所屬:CFA Level III > Private Wealth Management 視頻位置 相關(guān)試題
來(lái)源: 視頻位置 相關(guān)試題
1個(gè)回答
Johnny助教
2024-07-08 10:25
該回答已被題主采納
同學(xué)你好,題目問(wèn)的是哪個(gè)因素最沒(méi)有可能阻礙他達(dá)成財(cái)務(wù)目標(biāo)以及愿景。你劃的部分和本題是無(wú)關(guān)的,要看上一段,manage the risks to both their financial and human capital so that they can achieve their financial goals of maintaining a comfortable lifestyle while having sufficient assets to purchase a vacation home, pay for their children’s university education, and fund charitable donations. 健康程度和收入水平都是會(huì)影響human capital的,而當(dāng)前所擁有的產(chǎn)權(quán)不會(huì)影響后續(xù)的收入以及投資收益
