开发者:上海品职教育科技有限公司 隐私政策详情

应用版本:4.2.11(IOS)|3.2.5(安卓)APP下载

craaazydot · 2020年01月06日

问一道题:NO.PZ2018091702000023 [ CFA III ]

老师你好,我觉得Sophia看起来很像Guardian ,那么应该向其展现专业性啊。为什么不呢?

问题如下图:

选项:

A.

B.

C.

解释:

1 个答案

企鹅_品职助教 · 2020年01月07日

嗨,从没放弃的小努力你好:


Sophia属于PP,这种类型的客户同意感到担忧和焦虑。对待这类型的客户要给大方向的建议,不能给具体的指标。因为PP偏emotional, 所以给他太过细节或者量化的指标他们看不懂会感到更焦虑。对待PP,要从大方向着手,先通过自己的投资理念获得他们的信任。


-------------------------------
加油吧,让我们一起遇见更好的自己!


lemonsoul · 2021年02月07日

我也觉得是guardian,又careful又anxious很像啊。为什么用的是pompian behavior model不用 bbk model呢?

  • 1

    回答
  • 0

    关注
  • 556

    浏览
相关问题

NO.PZ2018091702000023 report the unrperformeanoutperformestocks regularly. gain her trust angive \"big picture\" aice. C is correct. 考点识别投资者类型以及如何沟通 解析Sophia属于passive preserver。对于这一类型的客户,无需提供详细的指标分析,因为知道得越多她反而越紧张,获得Sophia的信任,然后提供一些宽泛的建议,告诉她如何实现目标,,是最有效的方法。 是不是也是因为这段话属于告诉了客户细节?

2021-11-20 13:56 1 · 回答

NO.PZ2018091702000023 Sophia is a senior manager of a plastic manufacturing corporation, 60-year-ol She hinvestment portfolio with $600,000, an75% is investein her employer’s stocks. She is cautious anworrieabout future stomarket, therefore, she invests only in whishe is familiwith. In her risk toleranquestionnaire, she expresses low risk tolerananwants to maintain the current value of her assets. The most effective wto aise Sophia woulbe: show her tails, suhow to choose stocks volumes antren report the unrperformeanoutperformestocks regularly. gain her trust angive \"big picture\" aice. C is correct. 考点识别投资者类型以及如何沟通 解析Sophia属于passive preserver。对于这一类型的客户,无需提供详细的指标分析,因为知道得越多她反而越紧张,获得Sophia的信任,然后提供一些宽泛的建议,告诉她如何实现目标,,是最有效的方法。 老师怎么从题干信息判断投资者 passive investor?是看自己开公司还是打工吗?就算是高级投资者也算打工仔,所以是passive investor吗?

2021-07-15 09:13 1 · 回答

NO.PZ2018091702000023 Sophia is a senior manager of a plastic manufacturing corporation, 60-year-ol She hinvestment portfolio with $600,000, an75% is investein her employer’s stocks. She is cautious anworrieabout future stomarket, therefore, she invests only in whishe is familiwith. In her risk toleranquestionnaire, she expresses low risk tolerananwants to maintain the current value of her assets. The most effective wto aise Sophia woulbe: show her tails, suhow to choose stocks volumes antren report the unrperformeanoutperformestocks regularly. gain her trust angive \"big picture\" aice. C is correct. 考点识别投资者类型以及如何沟通 解析Sophia属于passive preserver。对于这一类型的客户,无需提供详细的指标分析,因为知道得越多她反而越紧张,获得Sophia的信任,然后提供一些宽泛的建议,告诉她如何实现目标,,是最有效的方法。 1.请问A和B适用何种类型呢? 2.BBK和PBM之间是否是下面这样的对应关系? Aenturer-Guaran-PP Invialist-II Celebrity-FF

2021-02-24 22:35 2 · 回答

Sophia is a senior manager of a plastic manufacturing corporation, 60-year-ol She hinvestment portfolio with $600,000, an75% is investein her employer’s stocks. She is cautious anworrieabout future stomarket, therefore, she invests only in whishe is familiwith. In her risk toleranquestionnaire, she expresses low risk tolerananwants to maintain the current value of her assets. The most effective wto aise Sophia woulbe: show her tails, suhow to choose stocks volumes antren report the unrperformeanoutperformestocks regularly. gain her trust angive \"big picture\" aice. C is correct. 考点识别投资者类型以及如何沟通 解析Sophia属于passive preserver。对于这一类型的客户,无需提供详细的指标分析,因为知道得越多她反而越紧张,获得Sophia的信任,然后提供一些宽泛的建议,告诉她如何实现目标,,是最有效的方法。 老师,我想问下,答案B适合哪类客户呀 靴靴

2020-08-18 21:45 1 · 回答

report the unrperformeanoutperformestocks regularly. gain her trust angive \"big picture\" aice. C is correct. 考点识别投资者类型以及如何沟通 解析Sophia属于passive preserver。对于这一类型的客户,无需提供详细的指标分析,因为知道得越多她反而越紧张,获得Sophia的信任,然后提供一些宽泛的建议,告诉她如何实现目标,,是最有效的方法。 请问如何看出要从性格分类来解决这道问题呢?我想的是,他只投公司的股票,那不是availability bias吗,是cognitive bias, 所以应该教育她

2020-08-17 20:31 1 · 回答