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Basic Question 7 of 8
The two most critical elements of an investment objective are ______.
B. risk tolerance and return objective
C. tax concerns and legal (regulatory) factors
A. capital appreciation and total return
B. risk tolerance and return objective
C. tax concerns and legal (regulatory) factors
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I passed! I did not get a chance to tell you before the exam - but your site was excellent. I will definitely take it next year for Level II.
Tamara Schultz
Learning Outcome Statements
describe risk and return objectives and how they maybe developed for a client
explain the difference between the willingness and the ability (capacity) to take risk in analyzing an investor's financial risk tolerance
CFA® 2025 Level I Curriculum, Volume 6, Module 4.