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True or False: an Investment Consultant Is Recommending a Certain

question 24

True/False

True or False: An investment consultant is recommending a certain class of mutual funds to the
clienteles based on its exceptionally high probability of gain.It is an ethical practice to explain to
the clienteles what the basis of her probability estimate is.


Definitions:

External Environment

The external forces, including economic, political, technological, and demographic factors, that can affect an organization's operations and outcomes.

SWOT Analysis

A strategic planning tool used to identify and understand the Strengths, Weaknesses, Opportunities, and Threats related to a business or project.

SWOT Analysis

A strategic planning tool that identifies Strengths, Weaknesses, Opportunities, and Threats related to business competition or project planning.

Strategic Plan

A systematic process for envisioning a desired future, transforming this vision into broadly defined goals or objectives,

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