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Wealth Management Exam
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Avg score: 25% • Most missed: “1. define your needs and objectives 2. develop investment sections 3. regularly …”
Wealth Management Exam
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3 Questions

1. 1. define your needs and objectives 2. develop investment sections 3. regularly monitor your portfolio 4. validation

2. Client is unwilling to make appropriate trades due to tax impact or sentimental attachment - wealth management is unable to determine correlations between stocks - trading them through time (actively managing account)

3. The longer the time with payments the more the risk - fixed income (bonds) the more time the more risk - stocks: the longer the time less volatility

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