Knowledge Base

← Describe the typical activities of a CIF (Conseiller en Investissements Financiers), including investment advisory, financial services advisory, and diversified asset advisory

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What is the first step in the investment advisory process according to a CIF's daily practice?

What is the first step in the investment advisory process according to a CIF's daily practice?

Formulating an asset allocation recommendation

Establishing the investor profile through a KYC questionnaire

Recommending switches between investment vehicles

Advising on miscellaneous assets