问题 单项选择题

According to the Standards of Practice Handbook, members must make a reasonable inquiry into a client’s financial situation, and must do all of the following EXCEPT:()

A. consider the suitability of investment recommendations for the client.

B. distinguish between fact and opinion when making recommendations.

C. update information on the client’ s situation at least semi-annually.

答案

参考答案:C

解析:

Updates must be made at least annually.

名词解释
单项选择题