Awma practice exam ii - Study guides, Class notes & Summaries

AWMA Practice Exam Questions with All Correct Answers (Already Graded A+) Which of these choices is NOT a fiduciary duty explicitly required under the CFP Board Practice Standards? A) Duty to delegate B) Duty to follow client instructions C) Duty of loyalty D) Duty of care - Answer A) Duty to delegate The three fiduciary duties explicitly stated in the CFP Board Practice Standards are the duty of loyalty, duty of care, and duty to follow client instructions. There is a fiduciary duty ...

AWMA Exam Practice Questions and Answers All Correct with Rationales (Already Graded A+) Newest Version The gross income multiplier (GIM) that can be used to value real estate is closest to what financial ratio? - Answer- *price-to-sales The gross income multiplier approach is similar to the price-to-sales ratio since it involves coming up with a multiplier based on either gross rental receipts, the potential gross income (which would include any other income in addition to rent), or the e...

AWMA Practice Exam Questions with Correct Answers Baby boomers and older GenXers as compared to millennials and younger Gen Xers- -Are likely to be advised by a millennial adviser -Have financial planning needs that has stayed relatively the same over many years -Have not experienced significant bear markets -Are generally seeking many more technological options in financial planning - AnswerHave financial planning needs that has stayed relatively the same over many years Dan has bonds ...

AWMA Practice Exam Questions with Correct Answers Baby boomers and older GenXers as compared to millennials and younger Gen Xers- -Are likely to be advised by a millennial adviser -Have financial planning needs that has stayed relatively the same over many years -Have not experienced significant bear markets -Are generally seeking many more technological options in financial planning - AnswerHave financial planning needs that has stayed relatively the same over many years Dan has bonds ...

AWMA Practice Exam Questions with Correct Answers Baby boomers and older GenXers as compared to millennials and younger Gen Xers- -Are likely to be advised by a millennial adviser -Have financial planning needs that has stayed relatively the same over many years -Have not experienced significant bear markets -Are generally seeking many more technological options in financial planning - AnswerHave financial planning needs that has stayed relatively the same over many years Dan has bonds ...

AWMA Practice Exam Questions with Correct Answers Baby boomers and older GenXers as compared to millennials and younger Gen Xers- -Are likely to be advised by a millennial adviser -Have financial planning needs that has stayed relatively the same over many years -Have not experienced significant bear markets -Are generally seeking many more technological options in financial planning - Answer- Have financial planning needs that has stayed relatively the same over many years Dan has b...

AWMA Practice Exam II Questions With Compete Solutions