TD Bank Financial Group

question 40

Multiple Choice

TD Bank Financial Group
Thom Hollis works as a financial advisor for TD Bank Financial Group. His job involves providing investment advice to many clients, in person or on the phone, and writing many letters and e-mails. He has an appointment tomorrow with Ji-Wan, a client, to review her personal investment portfolio. Before she comes in, Thom has to review her profile, decide what changes to suggest, and put together a proposed portfolio. He has a recent finance diploma, but because he is still relatively new to his job, he wants to collect as much information as he can on appropriate investments for her, so he decides to send an e-mail to Alyson, his manager, to see if she has any suggestions or advice. Besides preparing for his meeting with Ji-Wan, Thom has several other tasks he must work on.
-Which of the following report headings should be revised so that it is parallel with the others?

• A)Current Allocation
• B)Choosing a Target Allocation
• C)Wealth Forecast
• D)Proposed Portfolio

Understanding the stages of cognitive development as proposed by Jean Piaget.

Recognizing key concepts in cognitive development, such as conservation, object permanence, and symbolic thought.

Identifying factors that influence cognitive development, including social interactions and cultural contexts.

Differentiating between Piaget’s and Vygotsky’s theories of cognitive development.

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Definitions:

Problematic Ambiguity

A situation in which a word, phrase, or concept has an unclear or confusing meaning, leading to misunderstanding or difficulty in interpretation.

U.S. Supreme Court

The highest federal court in the United States, with ultimate appellate jurisdiction over all federal and state court cases that involve a point of federal law.

Critical Thinking

The act of examining and judging a matter with the purpose of forming a viewpoint.

Judiciousness

The quality of having sound judgment or being prudent, especially in practical affairs.