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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. situational profiling

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2. What are the psychological issues of low basis stock held by an investor?






3. Describe a spontaneous investor personality type.






4. characteristics of distribution phase






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






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






7. Describe the different types of double taxation conflicts.






8. characteristics of maintenance phase






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






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

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






12. How is mortality risk typically hedged?






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






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






15. What is mortality risk?






16. What is human capital?






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






18. Describe a methodical investor personality type.






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






20. Any amount above core capital is considered what?






21. Define capital gains taxes.






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






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






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






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






26. benefits of IPS to client






27. As probability of death increases...






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






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






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






31. Human capital is sometimes referred to as what?






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






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






34. All costs associated with probate are born by whom?

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






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






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






38. How is mortality risk typically hedged?






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






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






41. characteristics of spontaneous investor

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






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






44. Any amount above core capital is considered what?






45. What are the main characteristics of chritable gifts?






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






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






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

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






50. template for return objective







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