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Personality Is Relevant to Personal Financial Planning

Question 1

Multiple Choice

Personality is relevant to personal financial planning.This is primarily because:


A) Personality affects our tolerance for risk which influences our planning actions.
B) The client's salary and career success is typically determined by the client's personality.
C) Understanding the client's personality allows the advisor to monitor the client for emotional outbursts.
D) Investment decisions are based on behavioral factors.
E) None of the above.

Correct Answer:

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