AAFM CWM_LEVEL_2 Exam - Topic 6 Question 118 Discussion

Actual exam question for AAFM's CWM_LEVEL_2 exam

Question #: 118
Topic #: 6

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?

ANo,23629 Deficit and 19451

BYes,23629 Surplus and 19282

CYes, 113685 surplus and 18816

DNo, 113685 Deficit and 19005

Show Suggested Answer

Suggested Answer: B

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

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Ashton

5 days ago

I think he can manage with a surplus of 113685!

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Chantay

10 days ago

Looks like a deficit of 23629 is likely.

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Broderick

15 days 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

20 days 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

25 days 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

1 month 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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