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Private Wealth Management

Instructions:
  • Answer 50 questions in 15 minutes.
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  • Match each statement with the correct term.
  • Don't refresh. All questions and answers are randomly picked and ordered every time you load a test.

This is a study tool. The 3 wrong answers for each question are randomly chosen from answers to other questions. So, you might find at times the answers obvious, but you will see it re-enforces your understanding as you take the test each time.
1. What are the steps involved in creating an IPS?

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2. typical IPS elements






3. What risks must be considered when discussing each concentrated investor category?






4. What are the advantages of private exchange funds for low basis stock?






5. How is demand for insurance affected by risk tolerance - financial wealth - probability of death - age - and bequest desire?






6. As probability of death increases...






7. characteristics of maintenance phase






8. What are the disadvantages of private exchange funds for low basis stock?






9. What is measure of wealth?






10. Describe asset segregation in a behavioral finance context.






11. What are the problems that financial advisers can face with low basis stock?






12. What are the benefits of an IPS to the client?






13. What is typically considered when imposing an exit tax?






14. What are the main characteristics of chritable gifts?






15. What is the difference between a deterministic approach and a monte carlo approach to portfolio construction?






16. Equation for total wealth.






17. What are the equity holding life risk attributes for an executive?






18. situational profiling

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19. What are the psychological issues of low basis stock held by an executive?






20. What are the main characteristics of the distribution phase of life?






21. What are the disadvantages of public exchange funds for low basis stock?






22. What is the person called that transfers assets through a will?






23. What are the disadvantages of hedging for low basis stock?






24. What are the diffferent types of estate ownership rights?

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25. What are the different types of trusts?






26. four types of investors






27. An investor's willingness to take risk is determined by what?

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28. How is mortality risk typically hedged?






29. What is the eifference in willingness to take risk between active and passive wealth creators?






30. What is an equity collar? What is the purpose of the underlying positions






31. What is an equity collar? What is the purpose of the underlying positions






32. benefits of IPS to manager






33. Investor questionnaires help to determine what?






34. Describe a cautious investor personality type.






35. What are the advantages of completion portfolios for low basis stock?






36. What are the diffferent types of tax jurisdictions?






37. What are the steps involved in creating an IPS?

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38. stages of life






39. What are the advantages of the monte carlo approach to portfolio construction?






40. typical IPS elements






41. What are the equity holding life risk attributes for an investor?






42. What is intestate?






43. What are the advantages of an outright sale of low basis stock?






44. How is mortality risk typically hedged?






45. What is human capital?






46. What is the difference between a deterministic approach and a monte carlo approach to portfolio construction?






47. What are the different stages of life?






48. When dealing with low basis stock - emotional issues can arise from what?






49. An investor's ability to take risk depends on what?

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50. In contrast to standard finance (MPT) - behavioral finance assumes individuals do what?







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