Information necessary for a financial planner

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Reference no: EM133038464

1. What factors might an individual investor take into account in determining his/her investment policy?

2. Think about your investment possibilities for 3 years. (Be realistic)

a. What could be your investment objectives?

b. What amount of funds would you invest for 3 years?

c. What investment vehicles could you use for investment? (Research on the investment vehicles available in your environment with your funds in b)

3. What are the factors that you considered in this exercise?

4. What are the information necessary for a financial planner to assist a person in constructing and investment policy statement?

5. Did the Delta Variant and the slow roll out of vaccines affect the stock markets here in our country? Support your answer with a news article.

Reference no: EM133038464

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