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Question 1 reset

Distribution phase of Wealth Cycle is a parallel of Retirement phase of Life Cycle.

True

False

Question 2 reset

Investor can get into long term investment commitments in ________.

Distribution Phase

Transition Phase

Inter-generational Phase

Accumulation Phase

Question 3 reset

According to the Certified Financial Planner – Board of Standards (USA), the first stage in financial planning is ________.

Analyse and Evaluate Client’s Financial Status

Establish and Define the Client-Planner Relationship

Gather Client Data, Define Client Goals

Develop and Present Financial Planning Recommendations and / or Options

Question 4 reset

Today’s costs can be translated into future requirement of funds using the formula:
A = P × (1 + i)ⁿ

True

False

Question 5 reset

Risk appetite of investors is assessed through _______.

Risk Appetizers

Asset Allocators

Risk Profilers

Financial Plan

Question 6 reset

The objective of asset allocation is risk management.

True

False

Question 7 reset

The asset allocation that is worked out for an investor based on risk profiling is called ________.

Tactical Asset Allocation

Fixed Asset Allocation

Flexible Asset Allocation

Strategic Asset Allocation

Question 8 reset

Model portfolios are a waste of time for financial planners.

True

False

Question 9 reset

How much equity would you suggest for a young well settled unmarried individual?

100 percent

80 percent

60 percent

40 percent

Question 10 reset

Equity markets are less predictable in the long term than the short.

True

False

Time Over