AAFM GLO_CWM_LVL_1 Chartered Wealth Manager (CWM) Global Examination Online Training
AAFM GLO_CWM_LVL_1 Online Training
The questions for GLO_CWM_LVL_1 were last updated at May 09,2025.
- Exam Code: GLO_CWM_LVL_1
- Exam Name: Chartered Wealth Manager (CWM) Global Examination
- Certification Provider: AAFM
- Latest update: May 09,2025
The portfolio manager adds new stock to a portfolio. The stock has the same standard deviation as the existing portfolio but a correlation of coefficient with the existing portfolio that is less than +1.
What effect will adding the new stock have on standard of the revised portfolio?
- A . The standard deviation will increase
- B . The standard deviation will decrease
- C . The standard deviation will be unaffected
- D . Impossible to say without more information
Urban land means land situated in area not being more than ………………from local list of local authority as notification in official Gazette
- A . 5 km
- B . 8 km
- C . 10 km
- D . 20 km
Fundamental Analysis involves
- A . Reading charts of the stock
- B . Reading of company’s financials
- C . understanding the volume associated with stock
- D . None of the above
As per rule 69 of doubling, what is the doubling period if rate of interest is 9%
- A . 8.01 years
- B . 8 years
- C . 8.4
- D . 8.1
Mathematically the Efficient Frontier is the intersection of the Set of Portfolios with ….…. Variance and the Set of Portfolios with ……. Return.
- A . Maximum, minimum
- B . Minimum, maximum
- C . Minimum, minimum
- D . None of the above
In case of resident of India, income from property situated in foreign country is taxable
- A . When it is received in India
- B . When it is brought in India or not
- C . Whether it is received in India or not
- D . Not taxable
AUM stands for
- A . Asset Utilization Model
- B . Asset Under Management
- C . Area Under Management
- D . None of the above
Once the client accepts the proposal to prepare a wealth plan what is the next thing done by a wealth manager?
- A . The client signs the authority letter
- B . The client signs the acknowledgment
- C . The wealth manager makes an appointment with the client to present a plan
- D . All of the above
A person is said to be Agnate of another if the two of them are related by blood or adoption entirely or wholly through males.
- A . TRUE
- B . FALSE
Which of the following is not correct in relation to ETFs?
- A . ETFs provide exposure to an Index or a basket of securities that trade on the exchange like a single stock
- B . ETFs can be bought and sold on the exchange at prices that are usually closer to the actual intra Cday NAV of the scheme
- C . ETFs trade very close to their actual NAVs
- D . Intra Day trading of ETFs is very expensive