GLO_CWM_LVL_1 Practice Online

Question 1

Which of the following are the necessary contents of a will?

A : (i) & (iii)

B : (ii) & (iv)

C : (i), (iii), (iv)

D : (ii), (iii), (iv)

Answer: A

Question 2

Ram born in 1950 has a life expectancy at birth of 65 years. Sita his wife born in 1955 has a life expectancy at birth of 70 years. Assuming that the life expectancies have not changed. Ram is planning to buy an annuity to be paid to him or his wife till anyone of them is alive. Assuming Ram will retire on attaining age 58 i.e. in 2008, what should be the time period of the annuity?

A : 10 years

B : 12 years

C : 7 years

D : 17 years

Answer: D

Question 3

What is the most essential characteristic to be in existence at the stage of establishing client relationship?

A : Collection of personal details

B : Establishing trust and confidence

C : Data gathering from the client

D : Providing the client with an healthy atmosphere

Answer: B

Question 4

In a “Pure Play” model of wealth management

A : Wealth Management is viewed as the core business of the firm

B : Wealth Management and investment banking are the core business of the bank

C : Focus is on wide array of products of which private banking is one

D : None of the above

Answer: A

Question 5

________ & ________ are functions of IMF

A : Surveillance, Technical assistance

B : Financial Assistance, improving living standards

C : Surveillance, United nations development business

D : None of the above

Answer: A

Name:	Chartered Wealth Manager (CWM) Global
Exam Code:	GLO_CWM_LVL_1
Certification:	Chartered Wealth Manager
Vendor:	AAFM
Total Questions:	1060
Last Updated:	Jul 14, 2026

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