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| Vendor: | AAFM |
|---|---|
| Exam Code: | GLO_CWM_LVL_1 |
| Exam Name: | Chartered Wealth Manager (CWM) Global Examination |
| Exam Questions: | 1057 |
| Last Updated: | January 8, 2026 |
| Related Certifications: | Chartered Wealth Manager |
| Exam Tags: | Advanced Wealth managersFinancial Advisors |
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The expected return and standard deviations of stock A & B are:

Amit buys Rs.20,000 of Stock A and sells short Rs.10,000 of Stock B using all the Proceeds to buy more or Stock A. The correlation Between the two securities is .35. What are the expected return & standard deviation of Amit's portfolio?
The principle of _____________ ensures that an insured does not profit by insuring with multiple insurers
Under which of the following steps does the wealth manager develops a SWOT chart for the client
A good wealth management plan must include an analysis of all of the following EXCEPT
Security & Privacy
Satisfied Customers
Committed Service
Money Back Guranteed