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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.
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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 equity holding life risk attributes for an investor?






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






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






4. What is the difference b/t a required and desired return objective?

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5. characteristics of methodical investor






6. What is another name for a variable prepaid forward and What is its main purpose?






7. As probability of death increases...






8. What progressive tax regimes do not have favorable treatment for interest income/dividend income/capital gains?






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






10. What are the benefits of an IPS to the adviser?






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






12. characteristics of distribution phase






13. Describe a spontaneous investor personality type.






14. What are the equity holding life risk attributes for an entrepreneur?






15. characteristics of foundation stage






16. situational profiling - considerations






17. What are the different retirment risks and how can they be hedged?






18. What are the main characteristics of the accumulation phase of life?






19. situational profiling

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20. What is another name for a variable prepaid forward and What is its main purpose?






21. When should you use a tax-exempt versus a tax-deferred account?






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






23. What are wealth taxes.






24. Describe biased expectations in a behavioral finance context.






25. Why would someone want to use a valuation discount?






26. What are the 3 categories of investors when discussing concentrated positions?






27. What is mortality risk?






28. What are typical characteristics of passive recipients of wealth?






29. What are the different global tax regimes and their respective ordinary income tax structure?






30. What are the disadvantages of completion portfolios for low basis stock?






31. What are the main characteristics of chritable gifts?






32. Living expenses in retirment can be referred to as what?






33. characteristics of individualist investor






34. How does the nature of human capital affect the demand for life insurance?






35. Who is responsible for gains/losses in a taxable (accrual taxation) account?






36. As wealth increases...






37. typical IPS elements






38. Equation for total wealth.






39. Describe a cautious investor personality type.






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






41. What are the diffferent types of tax jurisdictions?






42. Investor questionnaires help to determine what?






43. characteristics of maintenance phase






44. What are the benefits of an IPS to the adviser?






45. Human capital is sometimes referred to as what?






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






47. What is the general relationship between tax drag% and tax rate when capital gains taxes are deferred and B=1; and as investment horizon increases and return increases?






48. What are the different methods of relief from double taxation?






49. characteristics of cautious investor

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

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