Assess Risk Tolerance Factors
Series 65 · Flashcards
SERIES 65 · FLASHCARDS
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QUESTION
Which behavioral bias is the tendency to fear losses more than valuing equivalent gains?
QUESTION
Identify the risk profile implied by a client focused on maximizing long-term growth and accepts volatility.
QUESTION
Which behavioral bias is treating money differently based on its source or intended use?
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ANSWER
Mental accounting. Compartments funds irrationally, influencing spending or investment based on arbitrary categorizations.
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