QUESTION #4 (10 Marks)

Lesson #4 of our course covers economic factors that the advisor should understand.

REQUIRED:

1. In your own words, explain three economic factors that the advisor needs to take into consideration when developing a suitable investment portfolio for their client. (6 Marks)
2. Your client has recently read an article in the Business Section of the Globe & Mail newspaper which discussed capital markets and money markets. The client is confused about these two industry terms and asks you to explain the differences.

Respond to the clients question, in your own words, in one paragraph (4 Marks).