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 are the advantages of an outright sale of low basis stock?






2. What is core capital?






3. How is mortality risk typically hedged?






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

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


5. Describe a methodical investor personality type.






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

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


7. Generally - how does portfolio size - liquidity - time horizon - and/or importance of spending affect ability to tolerate risk?






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






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






10. Generally - how does portfolio size - liquidity - time horizon - and/or importance of spending affect ability to tolerate risk?






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






12. Describe a cautious investor personality type.






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






14. What are the disadvantages of an outright sale of low basis stock?






15. benefits of IPS to client






16. What are the two sources of wealth?






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






18. As age increases..






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






20. What are the four broad categories of investor personality types (BB&K)?






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






22. four types of investors






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






24. What is core capital?






25. The client's risk tolerance (mostly willingness) is affected by what personal characteristics?






26. What are the general legal and regulatory considerations for individuals?






27. As age increases..






28. Investor questionnaires help to determine what?






29. characteristics of distribution phase






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






31. What are the different stages of life?






32. four types of investors






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






34. Describe an individualistic investor personality type.






35. characteristics of maintenance phase






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






37. What are the main characteristics of chritable gifts?






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






39. What is loss aversion?






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






41. What are the different types of trusts?






42. characteristics of distribution phase






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






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






45. 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


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






47. template for return objective






48. characteristics of accumulation phase






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






50. Describe biased expectations in a behavioral finance context.







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