CPWA Practice Questions - CPWA Certified Private Wealth Advisor Exam

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A prospective client offers courtside tickets if the advisor can “make sure” the family foundation uses the advisor’s firm. What is the best answer?

Accept the tickets but disclose them after the foundation vote Accept them because entertainment is common in wealth management Decline the gift because it creates an appearance of impaired objectivity Take the tickets and donate an equal amount to charity

Correct Answer:

Decline the gift because it creates an appearance of impaired objectivity

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