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AAFM CWM_LEVEL_2 Exam Questions

Exam Name: Chartered Wealth Manager (CWM) Certification Level II Examination
Exam Code: CWM_LEVEL_2
Related Certification(s): AAFM Chartered Wealth Manager Certification
Certification Provider: AAFM
Number of CWM_LEVEL_2 practice questions in our database: 1259 (updated: Jul. 17, 2024)
Expected CWM_LEVEL_2 Exam Topics, as suggested by AAFM :
  • Topic 1: Maximize the impact of your client communications and reporting/ Monitor and control corporate exposure to financial and operational risks
  • Topic 2: Use and develop spread-sheet based Financial Modelling solutions to financial problems/ Explore the latest advances in wealth management strategy and law
  • Topic 3: Make investment policy recommendations, including the determination of an optimal asset allocation/ Expand your wealth management skills by adopting international best practices
  • Topic 4: Analyse and evaluate the performance of an investment manager/ Forecast the impact of government economic policies on a business
  • Topic 5: Characterize the implications of the market efficiency evidence on active portfolio management/ Integrate optimum products and services in your wealth management development strategies
  • Topic 6: Interpret the effect of Global & Local Economic Environment on Financial Markets and Investments
  • Topic 7: Diagnosis and planning in working with Super High Net Worth Clients/ Appreciate the complexities of investing in global markets and develop strategies
Disscuss AAFM CWM_LEVEL_2 Topics, Questions or Ask Anything Related

Glendora

23 days ago
Just passed the CWM Level II exam! Grateful for Pass4Success's relevant practice questions. Be prepared for complex scenario-based questions on portfolio optimization. Study modern portfolio theory and efficient frontier concepts thoroughly. The exam tests your ability to apply these principles to real-world client situations.
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Free AAFM CWM_LEVEL_2 Exam Actual Questions

Note: Premium Questions for CWM_LEVEL_2 were last updated On Jul. 17, 2024 (see below)

Question #1

Section C (4 Mark)

Read the senario and answer to the question.

If Mr. Mehta is paying interest rate 12%p.a on his housing loan and 10% p.a. on car loans, in how many months would he pay off his housing loan and car loan?

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Correct Answer: B

Question #2

Section C (4 Mark)

Read the senario and answer to the question.

Saxena is considering an attractive investment proposal in which he is being offered two different cash flow choices at the same initial investment of Rs. 2,00,000. According to you which one should he opt for assuming Risk Free Interest Rate is the required rate of return?

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Correct Answer: C

Question #3

Section C (4 Mark)

Read the senario and answer to the question.

If Mr. Mehta is paying interest rate 12%p.a on his housing loan and 10% p.a. on car loans, in how many months would he pay off his housing loan and car loan?

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Correct Answer: B

Question #4

Section C (4 Mark)

Read the senario and answer to the question.

Mr. Bhatia owns a Maruti Wagonr with a monthly EMI of Rs. 6,312. The above loan will be completely repaid by August 2008. Mr. Bhatia planning to purchase a new car worth of Rs. 15 lakh. For this he has to take a full value loan of the car with 9% interest for 5 years. But his present car is in good condition and life of this car is approximately another 5 years repairs and maintenance cost are minimum. If he postpones his car purchasing plan now and deposit the same EMI outflow required for new car into an SIP with a minimum 15% yield for the next five years, then calculate the fund he can accumulate?

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Correct Answer: B

Question #5

Section C (4 Mark)

Read the senario and answer to the question.

Mr. Adhikari bought agricultural land in Patna in 94-95 for 1.75 lakh. That land was vacant for last so many years. But due to establishing a ''Commercial Processing Zone'' the Bihar Government has issued a notice for compulsorily acquirement on 12/08/2003. In 2006 government has fixed compensation for Rs. 6.50 lakhs and acquired it on 09/01/2006. Rs. 2 lakh was received by Mr. Adhikari on 07/03/2006. Mr. Adhikari and others were not satisfied with the compensation and file a suit in the court.

Balance compensation paid by Bihar Government on 08/10/2008. The compensation is enhanced by another 1.50 lakhs by the Bihar Government which paid by the Government on 11/12/2008.Compute Capital Gain tax in the hands of Mr. Adhikari for the assessment year 2009--10.

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Correct Answer: C


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