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Chartered Investment Manager (CIM) Practice Exam · Question

An investment advisor's foremost duty to a client is to act in their best interest, placing the client's interests ahead of their own. This principle is best described as:

Fiduciary duty legally obligates an advisor to act solely in the best interest of their client, prioritizing the client's needs above all else.

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Question: An investment advisor's foremost duty to a client is to act in their best interest, placing the client's interests ahead of their own. This principle is best described as:

Answer options:

  • Liquidity preference. ✅ Fiduciary duty.
  • Market efficiency.
  • Diversification principle.

Correct answer: Fiduciary duty.

Explanation: Fiduciary duty legally obligates an advisor to act solely in the best interest of their client, prioritizing the client's needs above all else.

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