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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. benefits of IPS to client






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






3. situational profiling - considerations






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






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






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






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






8. What are wealth taxes.






9. Describe asset segregation in a behavioral finance context.






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






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






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






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






14. What is the general relationship b/t a client's perception of wealth and risk willingness?






15. What are the main characteristics of variable annuities?

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






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






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






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






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






21. What are the main characteristics of chritable gifts?






22. What is the most common estate planning tool?






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






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






25. Describe biased expectations in a behavioral finance context.






26. What is human capital?






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






28. What are the main characteristics of the maintenance phase of life?






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






30. situational profiling

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






32. Calculating the required return component is driven by what 2 elements?






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






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

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35. Describe a spontaneous investor personality type.






36. As probability of death increases...






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






38. When calculating a required return - you typically must identify what?






39. What are the different stages of life?






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






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






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






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






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

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45. When calculating a required return - you typically must identify what?






46. characteristics of individualist investor






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






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






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






50. Describe a methodical investor personality type.







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