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AWMA Exam 1 Questions & 100% Correct Answers
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Which one of the following characteristics is more correct concerning younger wealthy individuals (millennials and GenXers)? A) Younger wealthy individuals are seeking more technological options in financial planning. B) Younger wealthy individuals have not experienced significant bear mark...

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  • 12 september 2024
  • 57
  • 2024/2025
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  • awma exam 1 questions 100 correct answers
  • which one of the following characteristics is more

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




AWMA Exam 1 Questions & 100% Correct
Answers
Which one of the following characteristics is more correct concerning

younger wealthy individuals (millennials and GenXers)?




A) Younger wealthy individuals are seeking more technological options in

financial planning.

B) Younger wealthy individuals have not experienced significant bear

markets.

C) Younger wealthy individuals have directly opposite financial needs as

compared to baby boomers.

D) Younger wealthy individuals likely want to be advised by one of their own

generation.

✓ ~~> A) Younger wealthy investors (millennials and GenXers) are

seeking fresh approaches to financial planning, including more

technological options. In addition, young clients also have been

through fewer years of investing but have experienced several

significant bear markets. Mod 1




One of the most important life goals of wealthy individuals is




Master01 | September, 2024/2025 | Latest update

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



A) protecting wealth.

B) assuring their retirement lifestyle.

C) minimizing taxes.

D) travelling the world.

✓ ~~> D) The most frequently stated life goals for wealthy individuals

are having good health, travelling the world, and achieving financial

success. To achieve financial success, the most common financial

goals are protecting wealth, assuring retirement lifestyle, minimizing

taxes, and leaving an estate to their heirs. Mod 1




One of the most important financial goals of wealthy individuals is




A)leaving an estate to their heirs.

B)having good health.

C)none of these.

D)travelling the world.




Master01 | September, 2024/2025 | Latest update

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



✓ ~~> A) To achieve financial success, the most common financial

goals are protecting wealth, assuring retirement lifestyle, minimizing

taxes, and leaving an estate to their heirs. The most frequently stated

life goals for wealthy individuals are having good health, travelling the

world, and achieving financial success. Mod 1




Which one of the following statements is true regarding sustainable and

responsible investments (SRIs)?




A) Shareholder activism is a part of SRIs.

B) Baby boomers are the most likely demographic to invest in SRIs.

C) SRIs provide lower returns, but are a "feel-good" option for investors.

D) SRIs provide only a negative filter of staying away from certain assets.




Master01 | September, 2024/2025 | Latest update

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



✓ ~~> A) Shareholder activism also plays a part in getting companies

to listen by passing shareholder resolutions. Sustainable and responsible

investing has been found to be of importance to Gen Xers and

millennials. Several studies have now shown taking into account ESG

factors actually increases long-term returns. For SRI investments, the

adviser needs to set up a series of filters to determine a client's specific

wants for a sustainable fund. For instance, tobacco may be a main

prohibition for one client, while religious aspects may be a positive filter

for that same or another client. Mod 1




Concerning control of assets in a private foundation versus a donor-advised

fund, which one of the following aspects is true for a donor-advised fund?




A)Remains with founder's values

B) Needs lengthy IRS approval

C) Easier and less expensive to launch

D) Must pay out a certain percentage each year




Master01 | September, 2024/2025 | Latest update

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