When preparing a client profile, it is prudent to investigate the prospect's non-financial considerations. Included would be that client's:

When preparing a client profile, it is prudent to investigate the prospect's non-financial considerations. Included would be that client's:


attitudes.

demographics.

experience with investments.

values.


A) II and IV.

B) I and III.

C) I, II, III and IV.

D) I, II and IV.



Answer: C


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