Free GLO_CWM_LVL_1 Exam Braindumps
Chartered Wealth Manager (CWM) Global Examination Questions 361–365 (page: 74)

Updated On: 10-Feb-2026

Under which of the following steps does the wealth manager develops a SWOT chart for the client

  1. Identifying Goals and Objectives
  2. Identifying and Clarifying the Current Situation
  3. Developing a Wealth Management Plan
  4. Analyzing Financial Issues

Answer(s): D



Whom should an individual apply intending to be appointed as director of a company?

  1. Registrar of companies
  2. Company law board
  3. Central government
  4. Board of directors of company

Answer(s): C



Ratio of loading charge over the gross rate is called _________

  1. Management fee
  2. Expense ratio
  3. Sharpe Ratio
  4. Mortality ratio

Answer(s): B



Which of the following would make a consideration unlawful?

  1. Forbidden by law
  2. Not in writing
  3. Both of the above
  4. None of the above

Answer(s): A



For a "single income family" priority is on

  1. Protecting income via a term plan
  2. Investing in commodities to grow wealth
  3. Investing in Mutual Funds to grow wealth
  4. None of the above

Answer(s): A



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