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

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Showing 10–12 of 20 questions

Question 10

Section B (2 Mark)

Which of the following statements with respect to International Taxation Structure is/are correct?

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    I and II

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    III and IV

  • ○

    I, II and IV

  • ○

    I, II and III


Question 11

Section B (2 Mark)

Calculate the duration of a 10 year annual annuity that has a yield of 7%.

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  • ○

    5.50 Years

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    4.94 Years

  • ○

    3.85 Years

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    6.50 Years


Question 12

Section C (4 Mark)

Shekhar has an investment portfolio of Rs.100000; the initial portfolio mix is Rs. 50000 in stocks, Rs.30000 bonds and Rs.20000 in bank. If stock market goes up by 10%, what should Shekhar do under the constant mix policy?

Select an option, then click Submit answer.

  • ○

    He should sell Rs.5000 of stocks and bonds each and invest it into bonds

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    He should sell Rs.2500 of stock and buy bonds worth Rs.1500 and Deposit Rs.1000 in bank.

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    He should buy his portfolio equally

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    He should sell his portfolio equally