Đánh giá phù hợp la gi?
Đánh giá phù hợp 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 “Đánh giá phù hợp” Used in Practice?
MiFID II và FINRA yêu cầu các cố vấn đầu tư thực hiện đánh giá phù hợp trước khi khuyến nghị sản phẩm tài chính cho khách hàng cá nhân.
Certification Exam Relevance
Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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Đánh giá phù hợp la gi?
A regulatory process by which investment firms determine if a financial product or portfolio strategy matches the investor’s risk profile, objectives, and constraints.
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