Wealth Forum

Advanced Wealth Management Course (IIBF) - Paper 5

Ch 7: Developing Model Portfolio For the Investors

Q1.

Equity investments promise a fixed rate of return.

True

False

Q2.

As a financial advisor, what will be the approach/s of building model portfolio for their client?

Identify his investment needs and goals

Understand the various financial products like risk, return, liquidity, maturity etc.

Both (a) & (b)

Ask their client to take a simple profile test.

All of the above

Q3.

(I) Equity investing involves more risk than debt investing. (II) Equity investing scores over debt investing on return parameter.

Both the statements are correct

Only statement (I) is correct

Only statement (II) is correct

Both the statements are wrong

Q4.

Asset allocation is the process of figuring out how much of your investment capital should be placed in each asset classes.

True

False

Q5.

The key to investment success in mutual fund is earning a good return over sufficiently long period.

True

False

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