Free GLO_CWM_LVL_1 Exam Braindumps
Chartered Wealth Manager (CWM) Global Examination Questions 261–265 (page: 54)

Updated On: 10-Feb-2026

Once the client accepts the proposal to prepare a wealth plan what is the next thing done by a wealth manager?

  1. The client signs the authority letter
  2. The client signs the acknowledgment
  3. The wealth manager makes an appointment with the client to present a plan
  4. All of the above

Answer(s): D



For higher per capita GDP........

  1. GDP must grow at a faster rate than population
  2. GDP must grow at a slower rate than population
  3. GDP has no direct effect
  4. None of the above

Answer(s): A



_________ is a key determinant indicating availability of banking services for the entire economy.

  1. RTGS
  2. NEFT
  3. Reach of bank network
  4. Number of bankers

Answer(s): C



The client behavior is influenced by which of following motivators in order to regulate his needs and wants?

  1. Psychological needs
  2. Social Needs
  3. Self fulfillment needs
  4. All of the above

Answer(s): D



AUM stands for

  1. Asset Utilization Model
  2. Asset Under Management
  3. Area Under Management
  4. None of the above

Answer(s): B



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