Test your basic knowledge |

Private Wealth Management

Instructions:
  • Answer 50 questions in 15 minutes.
  • If you are not ready to take this test, you can study here.
  • 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 is the general relationship between tax drag% and tax rate with accrual taxes; and as investment horizon increases and return increases?






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






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

Warning: Invalid argument supplied for foreach() in /var/www/html/basicversity.com/show_quiz.php on line 183


4. What is the general relationship between tax drag% and tax rate with accrual taxes; and as investment horizon increases and return increases?






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






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






7. What is the most common estate planning tool?






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

Warning: Invalid argument supplied for foreach() in /var/www/html/basicversity.com/show_quiz.php on line 183


9. What are the main types of investors?






10. What are investment objectives and constraints?






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

Warning: Invalid argument supplied for foreach() in /var/www/html/basicversity.com/show_quiz.php on line 183


12. If human capital is equity-like/fixed-income like - how should you generally allocate financial assets?






13. What are ways that individuals can avoid probate?






14. As probability of death increases...






15. Define tax drag.






16. What are the advantages of hedging for low basis stock?






17. What is the reinvestment caveat when considering tax loss harvesting?






18. characteristics of cautious investor

Warning: Invalid argument supplied for foreach() in /var/www/html/basicversity.com/show_quiz.php on line 183


19. benefits of IPS to manager






20. What are the different stages of life?






21. What are the psychological issues of low basis stock held by an entrepreneur?






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






23. What are ways that individuals can avoid probate?






24. Describe the equity holding life three stages from the perspective of the stock.






25. What are the diversification techniques for low basis stock?






26. How is mortality risk typically hedged?






27. Describe an individualistic investor personality type.






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






29. As desire to leave an estate increases...






30. Equation for total wealth.






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






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






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






34. What are the advantages of public exchange funds for low basis stock?






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






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






37. What should an investor use in mean-variance optimization






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






39. What are typical characteristics of active wealth creators?






40. Why do individuals often take steps to avoid probate?






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






42. characteristics of distribution phase






43. What are the main characteristics of variable annuities?

Warning: Invalid argument supplied for foreach() in /var/www/html/basicversity.com/show_quiz.php on line 183


44. four types of investors






45. psychological profiling






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






47. What are the main types of investors?






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






49. What are the main characteristics of variable annuities?

Warning: Invalid argument supplied for foreach() in /var/www/html/basicversity.com/show_quiz.php on line 183


50. characteristics of individualist investor







Sorry!:) No result found.

Can you answer 50 questions in 15 minutes?


Let me suggest you:



Major Subjects



Tests & Exams


AP
CLEP
DSST
GRE
SAT
GMAT

Most popular tests