Advanced Wealth Management Course (IIBF) - Paper 1
Part II: Ch 5: Asset Classes
Q1.
Commercial papers are issued at a discount and have a maturity period of a minimum of ____________ days and a maximum of __________ days.
Q2.
Certificates of Deposits (CDs) are issued by banks of maximum
Q3.
The minimum investment in NSCs is __________ and maximum is ______________.
Q4.
NSCs have maturity tenure of __________ years from the date they were bought.
Q5.
Investment in Post Office Deposits is limited to __________ in a single name.
Q6.
One can invest in RBI relief bonds a minimum amount of ________ and maximum of _________ in a financial year.
Q7.
The yield curve is the relationship between _________ and __________.
Q8.
The main influences on fixed interest securities is/are:
Q9.
The money market represents the short-term end of the debt market.
Q10.
(I) Indexed bonds also called inflation- linked securities. (II) The KVP Scheme doubles money in eight years and seven months.
Q11.
(I) The call money market is regulated by the BSE. (II) The debt market deals in securities that are issued for longer periods of time – generally more than 12 months.
Q12.
Interest rates offered on securities issued by State Governments are normally lower than those offered by the Government of India.
Q13.
The interest on fixed term deposits offered by banks is higher than that offered on savings accounts.
Q14.
The rate of interest for NSCs is _________, which is compounded half yearly.
Q15.
The KVP Scheme gives an effective return of around __________.
Q16.
The minimum investment amount in KVP is __________.
Q17.
Post office savings bank accounts offer tax free interest at 3.5% per annum credited annually.
Q18.
The normal or positive yield curve is the upward-sloping yield curve where short-term rates are higher than long-term rates.
Q19.
(I) Ordinary shares normally represent the bulk of a company’s basic ownership money, or share capital. (II) There is an inverse relationship between prices and changes in interest rates.
Q20.
A convertible notes is a hybrid security – a cross between a loan and a share.
Q21.
For instance, the dividend yield on stocks listed in the Bombay Stock Exchange was _______.
Q22.
The price earnings ratio (P/E) shows the relationship between:
Q23.
EPS is calculated by:
Q24.
Investing in the share market should consider:
Q25.
________ is a stock index constituted of 21 companies in the information technology, media and telecom sectors.
Q26.
Sensex covers around ______ stocks and NIFTY includes __________ stocks.
Q27.
According to CB Richard Ellis, the average yield from commercial property in Mumbai is _________.
Q28.
The Internal Rate of Return(IRR) on all types of property can be expressed as:
Q29.
The December 2001 BSE turnover of ___________.
Q30.
The main additional issue with investment in international equities is _________
Q31.
‘European options’ can be exercised any time before the specified date.
Q32.
Over-the-counter options, interest rate swaps and forward rate agreements are not governed by any specific legislation.
Q33.
The Bombay Stock Exchange has set the contract multiplier as ______ for Sensex futures.