¿Qué es Evaluación de idoneidad?
Evaluación de idoneidad A regulatory process by which investment firms determine if a financial product or portfolio strategy matches the investor’s risk profile, objectives, and constraints.
Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
How is “Evaluación de idoneidad” Used in Practice?
MiFID II y FINRA exigen que los asesores de inversiones realicen una evaluación de idoneidad antes de recomendar instrumentos financieros a clientes minoristas.
Certification Exam Relevance
Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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¿Qué es Evaluación de idoneidad?
A regulatory process by which investment firms determine if a financial product or portfolio strategy matches the investor’s risk profile, objectives, and constraints.
Where can I learn this term for free?
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