QFA Financial Advice Practice Questions - QFA Financial Advice (LIA IOB, Ireland) Exam

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A 34-year-old client states their primary objective is to buy a home within five years. During the fact-find, which additional information is most critical before integrating investment and savings advice?

Their favourite investment fund manager Historical stock market performance over 20 years Current savings, deposit capacity, existing debts, and affordability constraints The adviser's own mortgage provider rates

Correct Answer:

Current savings, deposit capacity, existing debts, and affordability constraints

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