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CWM_LEVEL_2 – Chartered Wealth Manager (CWM) Certification Level II Examination

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Showing 1–3 of 20 questions

Question 1

Section A (1 Mark)

As per Hindu succession Act

Select an option, then click Submit answer.

  • ○

    Full blood relations are preferred over half blood relations

  • ○

    Cognate heirs are preferred over agnate heirs

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    Both of the above are correct

  • ○

    None of the above are correct


Question 2

Section C (4 Mark)

Amit an industrialist wants to buy a flat in a housing society presently costing Rs.

35,00,000/- after 6 years. The cost of the house is expected to increase by 15% p.a for the first 3 years and by 10% in the remaining years. Amit wants to start a SIP with monthly contributions in Birla Front Line Equity Mutual Fund to pay for the down payment of the house which would be 25% of the house value at that time. You as a CWM expect that the fund would give ROI of 14% p.a. compounded monthly in the next 10 years. Please advise Amit the monthly SIP amount starting at the beginning of every month for the next 6 years to fulfill his goal of buying the Flat he desires.

Select an option, then click Submit answer.

  • ○

    63422.72

  • ○

    65185.55

  • ○

    16537.56

  • ○

    15883.32


Question 3

Section B (2 Mark)

Behavioral finance argues that ____________.

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  • ○

    even if security prices are wrong it may be difficult to exploit them

  • ○

    the failure to uncover successful trading rules or traders cannot be taken as proof of market efficiency

  • ○

    investors are rational

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    A and B