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  • GLO_CWM_LVL_1: Chartered Wealth Manager (CWM) Global Examination

AAFM GLO_CWM_LVL_1 Exam Questions

Exam Name: Chartered Wealth Manager (CWM) Global Examination
Exam Code: GLO_CWM_LVL_1
Related Certification(s): AAFM Chartered Wealth Manager Certification
Certification Provider: AAFM
Number of GLO_CWM_LVL_1 practice questions in our database: 1057 (updated: Dec. 12, 2024)
Expected GLO_CWM_LVL_1 Exam Topics, as suggested by AAFM :
  • 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
Disscuss AAFM GLO_CWM_LVL_1 Topics, Questions or Ask Anything Related
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Valda

3 days ago
I passed the AAFM CWM exam, and the Pass4Success practice questions were incredibly helpful. One question that puzzled me was about life cycle management, specifically the financial planning needs at different life stages.
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Merilyn

7 days ago
Ethics and compliance questions were sprinkled throughout. Familiarize yourself with AAFM's code of ethics and regulatory requirements for wealth managers. Case studies are common here.
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Chau

9 days ago
CWM Global Exam success! Pass4Success helped me prepare efficiently in just a few weeks. Their questions were invaluable.
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Pansy

19 days ago
I am overjoyed to have passed the CWM exam! Pass4Success practice questions were a lifesaver. There was a question on tax laws for wealth management that was quite detailed, focusing on the implications of capital gains tax.
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Francisca

21 days ago
Behavioral finance concepts popped up unexpectedly. Study cognitive biases and their impact on investment decisions. Know how to address these biases in client interactions.
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Stevie

1 months ago
Happy to report that I passed the CWM exam! The Pass4Success practice questions were essential. One question that had me second-guessing was about the role of wealth management in banking, particularly the integration of wealth management services in retail banking.
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Lorean

1 months ago
Alternative investments featured heavily. Be ready to analyze hedge fund strategies and private equity structures. Understanding performance measurement for these asset classes is important.
upvoted 0 times
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Nelida

1 months ago
Passed the AAFM CWM exam on my first try! Pass4Success questions were incredibly similar to the real thing. Highly recommend!
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Lorita

2 months ago
I successfully passed the AAFM CWM exam, thanks to the Pass4Success practice questions. A tough question I encountered was related to the concept of insurance and risk management, specifically the differences between term and whole life insurance.
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Dottie

2 months ago
Risk management questions were prevalent. Know how to calculate and interpret various risk metrics like VaR and Sharpe ratio. Practice applying these concepts to real-world scenarios.
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Lamar

2 months ago
Excited to announce that I passed the CWM exam! The Pass4Success practice questions were a huge help. One challenging question was about measuring investment risk and returns, especially the calculation of the Sharpe ratio.
upvoted 0 times
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Erin

2 months ago
CWM certification achieved! Pass4Success materials were a lifesaver. Exam was tough, but I felt well-prepared.
upvoted 0 times
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Devora

3 months ago
Wealth transfer planning was a key focus. Expect questions on estate tax calculations and trust structures. Brush up on different types of trusts and their tax implications.
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Janna

3 months ago
Just passed the CWM exam, and I couldn't have done it without the help of Pass4Success practice questions. There was a tricky question on the legalities in wealth management, particularly about fiduciary duties and their implications for wealth managers.
upvoted 0 times
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Micah

3 months ago
Just passed the CWM exam! The investment analysis section was tough. Be prepared for questions on modern portfolio theory and asset allocation strategies. Understanding efficient frontier concepts is crucial.
upvoted 0 times
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Tamekia

3 months ago
I am thrilled to share that I passed the AAFM Chartered Wealth Manager exam! The Pass4Success practice questions were instrumental in my preparation. One question that stumped me was about the different types of investment vehicles in wealth management, specifically the characteristics of mutual funds versus ETFs.
upvoted 0 times
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Monroe

3 months ago
Just passed the CWM Global Exam! Thanks Pass4Success for the spot-on practice questions. Couldn't have done it without you!
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Lajuana

6 months ago
Just passed the CWM exam! Be ready for questions on portfolio optimization using Modern Portfolio Theory. Study efficient frontier concepts and how to calculate optimal asset allocations. Pass4Success's practice questions were spot-on and helped me prepare quickly. Good luck!
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Free AAFM GLO_CWM_LVL_1 Exam Actual Questions

Note: Premium Questions for GLO_CWM_LVL_1 were last updated On Dec. 12, 2024 (see below)

Question #1

The probability distribution of the rate of return on ABC stock is given below:

What is the standard deviation of return?

Reveal Solution Hide Solution
Correct Answer: B

Question #2

Given the following information:

What is the expected return and standard deviation of the portfolio if 50% of funds invested in each stock? What would be the impact if the correlation coefficient were 0.6 instead of 0.2?

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Correct Answer: C

Question #3

Smt. Rajalakshmi owns a house property at Adyar in Chennai. The municipal value of the property is Rs. 5,00,000, fair rent is Rs. 4,20,000 and standard rent is Rs. 4,80,000. The property was let-out for Rs. 50,000 p.m. up to December 2010. Thereafter, the tenant vacated the property and Smt. Rajalakshmi used the house for self-occupation. Rent for the months of November and December 2010 could not be realized in spite of the owner's efforts. She paid municipal Texas @12% during the year. She had paid interest of Rs.25,000 during the year for amount borrowed for repairs for the house property. Compute her income from house property for the A.Y. 2012-13.

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Correct Answer: C

Question #4

Is the Z Ltd. efficiently priced according to the CAPM by taking the above information?

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Correct Answer: B

Question #5

Mr. Kumar is a 40 year old NRI working abroad for past 5years. He invests Rs. 50, 000/- p.a. for past 5 years and wants to continue until his return to India. He plans to return to India after 10 years from now and enjoy his life back home. Inflation is expected to be 4% for next 30 years and his investment earns 6% interest. His expected life expectancy is 70 years. What would be his corpus at the time of return to India, and what amount he can with draw per month for his household expenses?

Reveal Solution Hide Solution
Correct Answer: B

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