With respect to the Standards of Professional Conduct relating to conflicts of interests, CFA members are required to fully disclose to clients, prospective clients, and employers:

A. only all actual conflicts of interests.
B. only all potential conflicts of interests.
C. both all actual and potential conflicts of interests.

整个营销技能提升服务流程是一个不断识别优质客户、识别客户的变化和新的金融需求、根据客户需求主动提供服务、主动营销中国银行产品并维护客户关系的过程。