AIF Practice Questions - Accredited Investment Fiduciary (AIF) Exam

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A retirement plan committee wants to add an investment option that the current IPS does not permit. What is the most prudent adviser recommendation?

Add the option immediately because the committee voted unanimously Recommend either amending the IPS through proper process or selecting an option already permitted by current documents Ignore the IPS because it is only a guideline Add the option now and update the documentation later if results are favorable

Correct Answer:

Recommend either amending the IPS through proper process or selecting an option already permitted by current documents

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