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Question 504 - CTFA discussion

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The process of managing a portfolio never stops. Once the funds are initially invested according to the plan, the real work begins in:

A.
Evaluating the portfolio's performance
Answers
A.
Evaluating the portfolio's performance
B.
Updating the portfolio based on changes
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B.
Updating the portfolio based on changes
C.
Examining current and projected financial goals
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C.
Examining current and projected financial goals
D.
A and B both
Answers
D.
A and B both
Suggested answer: D
asked 16/09/2024
Moshope Salami
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