AAFM GLO_CWM_LVL_1 Exam
Chartered Wealth Manager (CWM) Global Examination (Page 12 )

Updated On: 7-Feb-2026

Net Interest income is

  1. Interest earned on advances
  2. Interest earned on investments
  3. Total interest earned on advances and investment
  4. Difference between interest earned and interest paid

Answer(s): D



What is a valuation date?

  1. The date on which the assessing officer assess the wealth tax
  2. 31st March
  3. 1st April
  4. 1st January

Answer(s): B



Which of the following is/are the basic classification of financial risk?

  1. Speculative & Pure Risk
  2. Pure and Personnel Risk
  3. Static and Dynamic Risk
  4. All of the above

Answer(s): A



During "Financial Independence" life stage, typical asset allocation should be

  1. 25% equities, rest in fixed income instruments
  2. 50% equities, rest in fixed income instruments
  3. 75% equities, rest in fixed income instruments
  4. 100% equities

Answer(s): B



Foreign currency borrowings raised by Indian corporate from outside India are called

  1. GDR
  2. ADR
  3. ECB
  4. IDR

Answer(s): C






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