n NISM Certifications
NSM General NISM
Medium

A client has multiple financial goals with varying timelines. What should a financial distributor recommend?

Practice question from B17-S3 Financial Planning — bank. The correct answer is highlighted below with a full explanation.

Options

  1. A

    Lump sum investment only

  2. B

    Only short-term investments

  3. Diversified portfolio structured by goal timelines

    Correct answer

  4. D

    Single mutual fund for all goals

A full explanation for this question is being written. In the meantime, the correct answer is highlighted above.

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