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I40-420 · Question #107

A report is created that displays all of the high net worth clients. The report calculates the net worth of a client by totaling the balances from all of their accounts with the firm including…

The correct answer is B. 1 EO. You've hit your session limit · resets 5:20pm (America/New_York)

Question

A report is created that displays all of the high net worth clients. The report calculates the net worth of a client by totaling the balances from all of their accounts with the firm including unrealized gains and losses. If the net worth of the client exceeds $5 million the client is included on the report. The report retrieves the name, address and phone number from the master account file and generates a list. How would this be counted?

Options

  • A1 EI
  • B1 EO
  • C1 EQ
  • DNot counted

How the community answered

(47 responses)
  • A
    13% (6)
  • B
    77% (36)
  • C
    6% (3)
  • D
    4% (2)

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