CWM_LEVEL_2 Exam Dumps - Chartered Wealth Manager (CWM) Certification Level II Examination

Section A (1 Mark)

An activity is presumed to be a profit-making activity rather than a hobby if the

Section B (2 Mark)

In US which form tells your employer all they need to know about your tax-related allowance information?

Section B (2 Mark)

Equity stock of X ltd. is currently selling at Rs. 35/- per share. The dividend expected next year is Rs. 2/- per share and the investor’s required return in this stock is 15 % per annum. If the constant Growth Model applies to X ltd. then calculate the Growth Rate.

Section B (2 Mark)

A collar with a net outlay of approximately zero is an options strategy that

Section A (1 Mark)

Accumulation, preservation and distribution are stages of

Section A (1 Mark)

A bank is considering making a loan to Jitesh Desai. Jitesh is a commissioned sales broker. Some months he earns as much as Rs 1,00,000 and in other months he earns virtually nothing. Which aspect of evaluating a consumer loan would this be concerned with?

Section A (1 Mark)

Which one of the above statements is/are not a important needs of clients in the context of relationship management:

Section A (1 Mark)

The proposed Fair Tax would change the U.S. tax system and instead: