Certificate in Advanced Investment Advice
Free 20-question AIA practice test. Start below.
Question 1 · Investment policy statement: liquidity constraints
Jordan and Kim, both 34, have a $300,000 non-registered portfolio. Their long-term objective is growth for retirement, and they have above-average risk tolerance. During the annual review, they mention that they will need $80,000 in about 18 months for a down payment on a home.
How should their advisor reflect this new information in the investment policy statement?
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About this exam
Certificate in Advanced Investment Advice
Specialist certificate for advanced advisory practice, portfolio construction, investment selection, client recommendations, and advice quality.
Exam syllabus
What AIA candidates need to cover
Certificate in Advanced Investment Advice prep works best when you move from a short diagnostic quiz into repeated review of the topics that keep costing marks.
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