Free AAFM CWM_LEVEL_2 Exam Dumps

MultipleChoice

Section A (1 Mark)

A ''Family Office'' segment client has investible assets worth of

MultipleChoice

Section B (2 Mark)

Which of the following activities is/are a part of ''Building the CRM project foundation phase ''in CRM implementation?

MultipleChoice

Section B (2 Mark)

The term ''permanent establishment'' includes especially:

MultipleChoice

Section B (2 Mark)

In a ''Pure Play'' model of wealth management

MultipleChoice

Section A (1 Mark)

During ''Building the foundation'' life stage, we learn about _______

MultipleChoice

Section A (1 Mark)

For a ''single income family'' priority is on

MultipleChoice

Section A (1 Mark)

During ''Teen age years'' life stage, typical asset allocation should be

MultipleChoice

Section A (1 Mark)

''Accumulation'' is the age between ________

MultipleChoice

Section B (2 Mark)

If an investor determines that next year's earnings estimate is Rs2.00 per share and the company subsequently falters, the investor may not readjust the Rs2.00 figure enough to reflect the change because he or she is ''anchored'' to the Rs2.00 figure. This is not limited to downside adjustments---the same phenomenon occurs when companies have upside surprises

Which of the following Biases have been exhibited by the investor?

MultipleChoice

Section A (1 Mark)

During ''Financial Independence'' life stage, typical asset allocation should be