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AAFM CWM_LEVEL_2 Exam

Certification Provider: AAFM
Exam Name: Chartered Wealth Manager (CWM) Certification Level II Examination
Number of questions in our database: 1259
Exam Version: Jan. 14, 2022
CWM_LEVEL_2 Exam Official Topics:
  • 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

Free AAFM CWM_LEVEL_2 Exam Actual Questions

The questions for CWM_LEVEL_2 were last updated On Jan. 14, 2022

Question #1

Section C (4 Mark)

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What amount he would have piled up at the end of the 20 years if it earns 8.5% compounded interest and discontinues making deposits after 9th deposit?

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Correct Answer: B

Question #2

Section C (4 Mark)

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Calculate the income from house property for Vinay. Municipal rental value 75000, Fair Rental value is 80000, Standard rent is 1,10,000. Municipal taxes paid for full house are Rs. 10,000 during the year. Interest paid by Vinay on borrowed money during the year is Rs. 101070.

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Correct Answer: C

Question #3

S1213

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Mahesh's company has made plans for the next year. It is estimated that the company will employ total assets of Rs. 1000 lakh: 50% of the assets being financed by borrowed capital at an interest cost of 8% per year. The direct costs are estimated at Rs. 500 lakh. All other operating expenses are estimated at Rs. 76 lakh. The good will be sold to customer at 140% of the direct costs. Income tax rate is assumed to be 30%. Calculate net profit margin and return on owners' equity.

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Correct Answer: A

Question #4

Section C (4 Mark)

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Calculate his Life Insurance Coverage Ratio based on his net worth.

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Correct Answer: C

Question #5

Section C (4 Mark)

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Raman has invested Rs. 1,50,000, 30% of which is invested in Company A, which has an expected rate of return of 15%, and 70% of which is invested in Company B, with an expected return of 12%. What is the expected percentage rate of return?

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Correct Answer: B


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