Provide financial planning advice to customers by delivering proper asset allocation, suitability assessment and other available tools to meet customer needs.

为客户提供理财建议，包括财富分配，合适性评价以及其它可用工具，以便满足客户需求。

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Those three tools are asset allocation, market timing, and security selection.

这些工具是,资产配置,市场时机选择和证券选择

耶鲁公开课 - 金融市场课程节选