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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

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