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Professional development Quiz: Module 4 – Client and practice benefits of managed portfolios
Managed Portfolio Academy
Module 4 ― Client and practice benefits of managed portfolios
Quiz: Module 4 – Client and practice benefits of managed portfolios
You’ll need to achieve a score of at least 80% to receive the assigned 1.0 CPD hour(s) for this module.
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Question 1 of 5
1. Question
According to the 2020 Responsible Investment Association Australasia’s report, how many Australians believe that it is important their adviser asks them about their personal interests and values in relation to their investment choices?
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Question 2 of 5
2. Question
According to the Investment Trends 2024 report, advisers are saving on average how many hours per week on portfolio management related tasks resulting from the adoption of managed portfolios across their practice?
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Question 3 of 5
3. Question
How do managed portfolios improve client outcomes?
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Question 4 of 5
4. Question
What investment mix can a managed portfolio consist of?
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Question 5 of 5
5. Question
What practice benefits are realised when a managed portfolio solution is embedded into an advice business?