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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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5 Questions

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

2. Amount of money you have paid into the house

3. Reduce risk and can increase returns

4. General economic conditions - tax consequences of change - role of asset w/ in total portfolio - total return including income and principal - other resources - need for liquidity - income - preservation or appreciation of principal

5. Asset allocation and diversification

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