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CPWA > Behavior Finance 3- Investor personality types and how they may impact client decision making > Flashcards

Behavior Finance 3- Investor personality types and how they may impact client decision making Flashcards

1
Q

What are the common investor personality types?

A

preservers
independents
followers
accumulators

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2
Q

What is a preserver personality type?

A
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3
Q

What is an independent personality type?

A
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4
Q

What is the follower personality type?

A
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5
Q

What is an accumulator personality type?

A
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6
Q

Compare and contrast each investor’s personality type.

A
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7
Q
A
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8
Q

Explain the impact of each type of investor personality type/profile on client decision making

A
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