logo
Exam overview and study plan

Chartered Wealth Manager® (CWM®) Certification Level II Examination Practice Questions

Chartered Wealth Manager® (CWM®) Certification Level II Examination

Read questions, check verified answers and discuss the reasoning. Use reading options to shape your revision, or switch to the simulator for timed practice.

93 questions in this view

Page 11 of 16

Question 61

Section B (2 Mark)

Sudhir has invested Rs. 60,000, 30% of which is invested in Company A, which has an expected rate of return of 15%, and 70% of which is invested in Company B, with an expected return of 12%. What would be is the overall return Sudhir's portfolio?

Select an answer above, then submit your vote. Reading or practicing does not cast a vote.

Question 62

Section B (2 Mark)

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

Select an answer above, then submit your vote. Reading or practicing does not cast a vote.

Question 63

Section B (2 Mark)

Compute YTM of a bond with par value of Rs.1000, carrying a coupon rate of 8% and maturing after 10 years. The bond is currently selling for Rs.850.

Select an answer above, then submit your vote. Reading or practicing does not cast a vote.

Question 64

Section B (2 Mark)

Suppose you are working with two factor portfolios, Portfolio 1 and Portfolio 2. The portfolios have market returns of 15% and 6%, respectively. Based on this information, what would be the expected return on well-diversified portfolio A, if A has a beta of 0.80 on the first factor and 0.50 on the second factor? The risk-free rate is 3%.

Select an answer above, then submit your vote. Reading or practicing does not cast a vote.

Question 65

Section B (2 Mark)

Passive income is aggregate, when

Select an answer above, then submit your vote. Reading or practicing does not cast a vote.

Question 66

Section B (2 Mark)

The current market price of a share of CAT stock is Rs. 76. If a call option on this stock has a strike price of Rs. 76, the call is

Select an answer above, then submit your vote. Reading or practicing does not cast a vote.