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Problem 1: An executive summary is necessary because
a. Clients probably can't understand the detailed content
b. Many clients never read the entire plan
c. It contains the recommendations and implementation timelines
d. It quickly identifies how many goals the client is going to achieve through the implementation of the plan.
Problem 2: The most important situational factor in the investment planning process is the
a. Client's risk tolerance
b. Current market environment
c. Client's current investment portfolio assessment
d. Time horizon
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At the most recent strategic planning meeting, the board of directors of your company has voted to issue additional stock to raise capital for major expansions for the company in the next five years. The board is considering $5 million. Generate a pr..
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