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AAFM GLO_CWM_LVL_1 Exam
- Topic 1: Intergenerational Wealth Transfer & Tax Planning/ Advanced Wealth Management
- Topic 2: Wealth Management Planning/ Tax Laws For Wealth Management
- Topic 3: International Tax and Trust Planning/ Concept of Wealth Management
- Topic 4: Portfolio Management Strategies/ Investment Vehicles In Wealth Management
- Topic 5: Loan & Debt Management/ Measuring Investment Risk And Returns
- Topic 6: Relationship Management by a Wealth Manager/ Legalities in Wealth Management
- Topic 7: Behavioral Finance In Wealth Management/ Concept Of Insurance And Risk Management
- Topic 8: Real Estate Valuation and Analysis/ Role of Wealth Management in Banking
- Topic 9: Alternative Products In Wealth Management/ Life Cycle Management/ Equity Analysis
Free AAFM GLO_CWM_LVL_1 Exam Actual Questions
The questions for GLO_CWM_LVL_1 were last updated On Apr. 10, 2024
The probability distribution of the rate of return on ABC stock is given below:
What is the standard deviation of return?
Ramesh retired as General Manager of XYZ Co. Ltd. On 30.11.2012 after rendering service for 20 years and 10 months. He received Rs. 300000 as gratuity from the employer. (He is not covered by Gratuity Act, 1972).
His salary particulars are given below:
He resides in his own house interest on monies borrowed for the self occupied house is Rs. 24000 for the year ended 31.03.2013
Compute taxable income of Ramesh for the year ended 31.03.2013.
You want to take a trip overseas which costs Rs. 10 lacs. The cost is expected to remain unchanged in nominal terms. You can save annually Rs. 50000 to fulfill the desire. How long will you have to wait if your savings earn an interest rate of 12%?
Sunil, aged 33 years, is having a policy of Rs. 1 Lac sum assured and is paying premium of Rs. 1,800/- for the last 10 years. The cash surrender value of this policy is at the end of previous year was Rs. 20,000. It is estimated that by this year end, the cash surrender value of this policy would be Rs. 22,900.
There is another term insurance of sum assured of Rs. 80,000 costs Rs. 300/- per annum which is available to him . If rate of interest is 6%, then first calculate the CPT of existing and new policy respectively and then advise Sunil if it is better to continue this policy or to discontinue it?
A portfolio manager is considering buying Rs. 1,00,000 worth of Treasury bills for Rs. 96,211 versus Rs. 100,000 worth of commercial paper for Rs. 95,897. Both securities will mature in nine months. How much additional return will the commercial paper generate over the Treasury bills?
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