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AAFM CWM_LEVEL_2 Exam - Topic 6 Question 118 Discussion

Section C (4 Mark)Read the senario and answer to the question.In order to provide for Medical Education Expenses of Navneet he will be transferring whole of Equity share portfolio to Debt MF. And for Yogita's PG degree he is ready to use his Equity MF portfolio. Balance to be met by SIP in equity MF. Starting from today. You are required to guide Keshav whether he will be able to meet Navneet's Education Expand what is the surplus or deficit in Debt MF (today value). And what should be the SIP amount for Yogita's Education goal?
B) Yes,23629 Surplus and 19282
A) No,23629 Deficit and 19451
C) Yes, 113685 surplus and 18816
D) No, 113685 Deficit and 19005

AAFM CWM_LEVEL_2 Exam - Topic 6 Question 118 Discussion

Actual exam question for AAFM's CWM_LEVEL_2 exam
Question #: 118
Topic #: 6
[All CWM_LEVEL_2 Questions]

Section C (4 Mark)

Read the senario and answer to the question.

In order to provide for Medical Education Expenses of Navneet he will be transferring whole of Equity share portfolio to Debt MF. And for Yogita's PG degree he is ready to use his Equity MF portfolio. Balance to be met by SIP in equity MF. Starting from today. You are required to guide Keshav whether he will be able to meet Navneet's Education Expand what is the surplus or deficit in Debt MF (today value). And what should be the SIP amount for Yogita's Education goal?

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Suggested Answer: B

by Helaine at Jun 16, 2026, 05:10 PM

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Chuck
19 days ago
I’m leaning towards B. The SIP amount feels reasonable for Yogita's goal.
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Jerry
24 days ago
I feel like option C is more realistic. A huge surplus seems likely.
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Meaghan
29 days ago
This question is tricky! I think option A makes sense.
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Venita
1 month ago
I agree, the SIP amount for Yogita should be around 18816.
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Shayne
1 month ago
Definitely needs to calculate that SIP amount carefully!
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Jackie
1 month ago
Really? A surplus that high seems too good to be true.
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Ashton
2 months ago
I think he can manage with a surplus of 113685!
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Chantay
2 months ago
Looks like a deficit of 23629 is likely.
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Broderick
2 months ago
I’m pretty sure the answer involves checking the total expenses against the portfolio values. I feel like option C could be the right choice, but I need to double-check my calculations.
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Samira
2 months ago
I recall that SIP calculations can be tricky. I think we might need to use the future value formula to find the right SIP amount for Yogita.
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Trinidad
2 months ago
I think we need to look at the current values of the portfolios and the expected returns. I’m leaning towards option A, but I’m not completely confident.
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Harley
3 months ago
I remember we practiced a similar question about transferring portfolios, but I’m not sure how to calculate the surplus or deficit accurately.
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