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UNIDAD 5: GESTIÓN DE CARTERAS Y PATRIMONIOS

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UNIDAD 5: GESTIÓN DE CARTERAS Y PATRIMONIOS

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Bloque 7: La relación con el cliente inversor. Asesoramiento y planificación financiera

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Trading Con Éxito
Trading Con Éxito
Spain

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UNIDAD 5: GESTIÓN DE CARTERAS Y PATRIMONIOS
 

UNIDAD 5: GESTIÓN DE CARTERAS Y PATRIMONIOSOnline version

Bloque 7: La relación con el cliente inversor. Asesoramiento y planificación financiera

by Trading Con Éxito
1

El objetivo principal de determinar el estado económico-financiero del cliente es:

2

El análisis del patrimonio neto del cliente es comparable a:

3

¿Cuál de las siguientes herramientas NO forma parte del análisis financiero-patrimonial del cliente?

4

Los gastos no discrecionales se caracterizan por:

5

El presupuesto de tesorería permite principalmente:

6

Respecto a las expectativas del cliente, es habitual que:

7

La liquidez en la planificación financiera cumple una doble función porque permite:

8

La tolerancia al riesgo del cliente se evalúa principalmente mediante:

9

¿Cuál de las siguientes clasificaciones de perfiles de riesgo es correcta según el bloque?

10

El contrato de asesoramiento financiero debe reflejar obligatoriamente:

 
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