IFPUG I40-420 Question Answer
A report is created that displays all of the high net worth clients. The report calculates the net worth of a client by totaling the balances from all of their accounts with the firm including unrealized gains and losses. If the net worth of the client exceeds $5 million the client is included on the report. The report retrieves the name, address and phone number from the master account file and generates a list. How would this be counted?
IFPUG I40-420 Summary
- Vendor: IFPUG
- Product: I40-420
- Update on: Oct 15, 2025
- Questions: 249