AAFM GLO_CWM_LVL_1 - Chartered Wealth Manager (CWM) Global Examination

Risk free rate of return is 8%, expected market premium is 15% and Beta of security is 0.80. What is the expected rate of return of the security?

Calculate age nearer birthday, last birthday and next birthday in case where date of proposal was 28-03-2007 and date of birth was 30-09-1969.

Mayank an investor buys one share of stock for Rs.500 at the beginning of the first year, and buys another share for Rs.550 at the end of the first year. The investor earns Re.10/- in dividends in the first year and Re.20/- in the second year. What is the time-weighted rate of return if the shares are sold at the end of the second year for Rs.650/- each?

The Portfolio consists of two securities, X and Y in the ratio of 70:30. Given that

What is the portfolio risk?

Sunil insured the building of his house for a sum of Rs.500000 against fire insurance. One day the house is totally gutted in a devastating fire. The insurance surveyors certified that the building is a total loss with no salvage value and that the insurable value of the building just prior to the loss was Rs.1000000. The insurer will pay to Sunil:

A project should be considered if the Profitability Index is

Yash pays health insurance premiums for himself, his wife and his two children aged 13 and 8. Premiums for which of these individuals will qualify as deductible from Yash’s taxable income?

Which of the following are the agency functions of a Commercial Bank?

What is the minimum age required to avail the Benefits provided under the golden hand shake scheme?

Akash has only compulsory third party policy for his car. He jumped a red light and collided with another car and then with the boundary wall of a nearby house. Damage to his car was of Rs. 17,000/-, damage to other car was of Rs. 15,000/- and damage to the boundary wall of house was of Rs. 15,000. The insurance policy of Akash will pay:

Nomination in gratuity can be done in favor of

Sudhir has invested Rs. 60,000, 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 return on Sudhir’s portfolio?

Security A has a standard deviation of 23% and the market has a standard deviation of 18%. The correlation coefficient r between Security A and the market is 0.80. What is the % of the change in Security A can be explained by changes in the market?

Retiring early will ____________ the accumulation phase while ____________ the retirement phase

Which one of the following is/are correct?

Stock A & B are positively correlated with a correlation co efficient of .75. When stock A moves up by 12%, how will stock B perform?

Banks, savings and loan associations, mutual savings banks, and credit unions

What an employee should check in his retirement benefit plan offered by the employer?

Calculate the total maturity amount payable in a policy of Rs. 4,00,000/-, if the term of the policy was 17 years and bonus was Rs. 52 per thousand per annum and a final bonus of Rs. 125/- per thousand was payable?

A contract is said to be caused by coercion when it is obtained by: