Câu 19: AFP: Applied Financial Planning

Bruna is a senior financial planner. At 4 p.m. on Friday afternoon (an hour before closing), her manager asks her to complete the following:Fix a mutual fund trade that was entered incorrectly by a junior financial planner. Call her client to advise him that his account is overdrawn, and the bank will refuse recent payments unless he credits the account before 5 p.m. Bruna determines she can only complete one of the two tasks before the end of the business day. How should Bruna address her supervisor's request?

1. A. Ask the manager which of the two problems should be prioritized. Then ask the manager to delegate the other task to a colleague. — đáp án hiện tại
2. B. Bruna should let the client's payments bounce since the client is unable to manage his cash flow and Bruna should prioritize correcting the trade.
3. C. Bruna should prioritize the client with the overdrawn account since he is one of her clients. She should then reverse the incorrect trade the following business day.
4. D. Stay after hours until she completes both tasks.