Question: You have been getting to know a new client, Jane Fong, and are determining how knowledgeable she is about investments. Janine is 25 years old,
You have been getting to know a new client, Jane Fong, and are determining how knowledgeable she is about investments. Janine is 25 years old, and works for Degency Mortgage Corporation as a cash flow analyst. Janine has an MBA in finance, and also holds the Chartered Financial Analyst (CFA) designation. She has been investing on her own for about ten years. Would you consider Janes investment knowledge a resource or a constraint?
1. Neither
2. Resource
3. Both
4. Constraint
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