Reference no: EM132928919
Problem 1: Sharpe ratio standardizes portfolio performance in excess of:
a. The financial benchmark selected
b. The risk free rate
c. The standard deviation of the portfolio
d. The return on a diversified portfolio
Problem 2: When developing alternative recommendations, it is important the planner identify
a. How a small change in DCF could enable achievement of a goal more quickly
b. The total cost/benefit of each option
c. An optional solution
d. The futility of the client's current efforts
Problem 3: The implementation checklist
a. Keeps the planner on task selling the clients the recommended products
b. Is the only document the client's may need from the plan
c. Provides a road map to financial freedom
d. Details the implementation steps needed for each recommendation proposed