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AWMA Questions & 100% Correct Answers
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Intestate ~~> Dying without a will. The distribution of their assets will be determined by a probate court. 1031 Exchange ~~> A swap of one real estate investment property for another that allows capital gains taxes to be deferred. The term—which gets its name from Section 1031...

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  • September 12, 2024
  • 33
  • 2024/2025
  • Exam (elaborations)
  • Questions & answers

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  • awma questions 100 correct answers
  • intestate dying without a will the distrib

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1 | P a g e | © copyright 2024/2025 | Grade A+




AWMA Questions & 100% Correct Answers
Intestate

✓ ~~> Dying without a will. The distribution of their assets will be

determined by a probate court.




1031 Exchange

✓ ~~> A swap of one real estate investment property for another that

allows capital gains taxes to be deferred. The term—which gets its

name from Section 1031 of the Internal Revenue Code (IRC)—is

bandied about by real estate agents, title companies, investors, and

more. Some people even insist on making it into a verb, as in, "Let's

1031 that building for another."




Emotional Intelligence

✓ ~~> The ability to perceive and control one's own emotions and use

those emotions to guide thought and behavior.




Emotional Perception

✓ ~~> The ability to notice and accurately express emotions.




Master01 | September, 2024/2025 | Latest update

, 2 | P a g e | © copyright 2024/2025 | Grade A+



Ex: A client has been angry at his meetings w/his adviser. The client realizes his

anger stems from his work and is lashing out at his adviser's financial

suggestions.




Emotional Facilitation

✓ ~~> Describes how individuals use emotions to assist thinking,

including responding to changes in their environment and in

themselves.




Ex: A client tells her planner that she prefers afternoon meetings at the

planner's office. She's aware that she'll be in a BETTER MOOD and away from

distractions.




Emotional Understanding

✓ ~~> Understanding and analyzing emotions or employing emotional

knowledge.




Emotional Regulation




Master01 | September, 2024/2025 | Latest update

, 3 | P a g e | © copyright 2024/2025 | Grade A+



✓ ~~> Regulation of emotions to promote emotional and intellectual

growth. Openness and understanding of feelings permit the individual

to learn to control their feelings and dictate expression when

appropriate.




Total Risk

✓ ~~> The combination of systematic risk and unsystematic risk. It is

measured by the standard deviation (variability).




Systematic Risk

✓ ~~> The uncertainty of return inherent in the "system" of which any

asset is a part. Found in nearly all securities because comparable

securities generally move together in a systematic manner. It is non-

diversifiable.

- Purchasing power risk

- Reinvestment risk

- Interest rate risk

- Market risk

- Exchange rate risk




Purchasing Power (Inflation) Risk



Master01 | September, 2024/2025 | Latest update

, 4 | P a g e | © copyright 2024/2025 | Grade A+



✓ ~~> The risk of one's purchasing power decreasing as a result of an

increase in inflation. Inflation is most devastating to bond prices since

the interest and principal are usually fixed in terms of dollar amounts.

Increase inflation will send bond prices downward.

Inflation rate is pro-cyclical (moving in the same direction as the economy as

a whole) but will lag by a year or more.




Reinvestment Risk

✓ ~~> The risk that market interest rates have decreased at the time

payments from an investment are received. An investor is forced to

reinvest his payment amount at a time when rates are not as favorable

as they may have been previously.




Market Risk

✓ ~~> This risk stems from factors independent of any particular

security. Factors include political events, broad economic and social

changes, and the mood of the investing public.

It is systemic in the sense that the price of any security can rise or fall in

reaction to these larger company's financial condition.




Exchange Rate Risk (Currency Risk)




Master01 | September, 2024/2025 | Latest update

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