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Wealth Management Course that Top Wealth Managers Swear By
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Unit – 1 – Quiz

by Operation AAFM

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  1. Question 1 of 25
    1. Question

    What is the best practice that wealth managers recognize ‘there is no improvement without first achieving’?

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  2. Question 2 of 25
    2. Question

    Distribution of accumulated funds happens?

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  3. Question 3 of 25
    3. Question

    Which of the following can be examined to determine the short term sustainability of individual finances?

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  4. Question 4 of 25
    4. Question

    Rule 72 indicates

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  5. Question 5 of 25
    5. Question

    Pension plans issued by life insurance companies are also termed as

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  6. Question 6 of 25
    6. Question

    Assume you borrowed Rs. 10,000.00 at 10% per annum compounded half yearly interest, installments to be paid semiannually over ten years. Calculate the amount of the outstanding balance for the loan after the eighth payment is made

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  7. Question 7 of 25
    7. Question

    To adjust from Net National Product to Gross National Product

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  8. Question 8 of 25
    8. Question

    Finance Function comprises

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  9. Question 9 of 25
    9. Question

    Evolution of new fee models is a trend in

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  10. Question 10 of 25
    10. Question

    Some drivers for increased focus on cyber security includes

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  11. Question 11 of 25
    11. Question

    Under this the wealth manager executes or selects brokers to execute securities transactions on behalf of the client

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  12. Question 12 of 25
    12. Question

    Out of the following, what is the micro level change?

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  13. Question 13 of 25
    13. Question

    Which of the following is/are ways to increase Net worth?

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  14. Question 14 of 25
    14. Question

    Calculate the rate of return required to maintain an investment if the inflation rate is 7% and tax rate is 10%.

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  15. Question 15 of 25
    15. Question

    The IRR may be defined as the discount rate for which the NPV of an investment is

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  16. Question 16 of 25
    16. Question

    A machine costing Rs. 50, 000.00 has a useful life of 4 years. The estimated salvage value is Rs. 10, 000.00. Calculate the depreciation using straight line method

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  17. Question 17 of 25
    17. Question

    When government is most likely to use a reflationary policy?

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  18. Question 18 of 25
    18. Question

    _____________focus on ultra highnetworth segment

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  19. Question 19 of 25
    19. Question

    Some of the factors influencing wealth manager digital adoption includes

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  20. Question 20 of 25
    20. Question

    This is suitable for HNWI’s with basic investment needs with no need for a personal touch, and primarily relies on technology for investment guidance as well as act as a touch point.

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  21. Question 21 of 25
    21. Question

    Suppose your bank offers you a deposit scheme with a two-year maturity, a quoted annual interest rate of 9% compounded quarterly, and a feature allowing reinvestment of the interest at the same interest rate. If you decide to invest Rs. 10,000.00, calculate the maturity value.

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  22. Question 22 of 25
    22. Question

    Raman wants to get a monthly income stream of Rs. 15000 for 15 years in the begin of every month. He wants this stream to start 15 years from now. So, if rate of interest is 15% per annum, then how much amount he needs today for this income stream?

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  23. Question 23 of 25
    23. Question

    Mr. X has taken a housing loan of Rs. 18.50 Lakh for 20 years. Interest rate is 11% p.a. compounded monthly. His lender has a 3.50% prepayment penalty clause on the outstanding amount in case of prepayment by the borrower. Mr. X wants to know that in case he decides to clear his housing loan after payment of 96 equated monthly installments, how much he will have to pay to foreclose the loan at that time.

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  24. Question 24 of 25
    24. Question

    Real national income measures

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  25. Question 25 of 25
    25. Question

    In finance, when a person passes away

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    Incorrect

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