客户在日常生活中的性格可分为（）。
A.乐观型
B.主导型
C.谨慎型
D.自我型
E.成就型
参考答案：A, B, C, D, E
解析：客户本人往往是家庭中的决策者，他（她）的决策和行为直接影响整个家庭的财务状况，因此对他（她）的性格分析就显得至关重要。对该部分信息的获取，可以通过制定一张调查问卷，总结出客户在日常生活中的性格表现，特别是对理财方面的性格表现，将结果列示于此部分。性格可以分为乐观型、主导型、谨慎型、自我型、成就型、协调型等。
| 阅读理解。 |
| Jack Brown, an office worker, lives in Washington. He inherited (继承) a million dollars when he was 23, but he wasn't happy at all. When his college friends were looking for their jobs, he didn't have to. Jack decided to keep living a simple life like everyone else. He gave $ 10,000 of his money to a charity to help poor children live a better life. Today he is 36. He still wears cheap shoes and clothes and drives a small car only, but he is very happy. Up to now Jack has helped some children from poor countries all over the world, by sending them each $ 200 a month. The money was used for the children's study, food, medicine and clothing. Jack receives a report each year on the children's progress. They can write to each other, but usually the children do not speak English. When Jack first heard about these children, he wanted to help them. "It was nothing special." he said, "Until I went to these countries and met the children I was helping, I didn't know anything about their life." Once Jack went to meet a little girl in Africa. He said that the meeting was very exciting. "When I met her, I felt very, very happy." he said. "And I saw that the money was used for a good cause. It brought me happiness. I want to do everything I can to go on helping those children." |
| 1．Jack didn't need to look for a job _______. |
[ ] |
| A. before he went to college B. after he went to Africa C. because he got one million dollars D. before he received a report |
| 2．Jack has sent them each $ 200 a month to help some poor children _______. |
[ ] |
| A. only in Washington B. only in England C. only in Africa D. around the world |
| 3．Jack learned about the children's progress by _______. |
[ ] |
| A. visiting them each year B. getting a report every year C. staying with them D. talking to them in English |
| 4．The underlined (画线的) words "for a good cause" means "_______" in Chinese. |
[ ] |
| A. 施舍 B. 行善 C. 优惠 D. 赏赐 |
| 5．What's the main idea of the story? |
[ ] |
| A. Help others, and you will feel happy. B. It's necessary to write letters to poor children. C. Live a simple life, and you can give others help D. It's the most important to help the children in Africa. |