Investment Analysis, Recommendation And Actions Flashcards
1
Q
Name the different section
A
1- Diligence and reasonable basis
2- communication with client and prospective clients
3- record retention
Cfa Standard Of Professional Conduct > Investment Analysis, Recommendation And Actions > Flashcards
Name the different section
1- Diligence and reasonable basis
2- communication with client and prospective clients
3- record retention