CWM_LEVEL_2 試験問題を無料オンラインアクセス
| 試験コード: | CWM_LEVEL_2 |
| 試験名称: | Chartered Wealth Manager (CWM) Certification Level II Examination |
| 認定資格: | AAFM |
| 無料問題数: | 1234 |
| 更新日: | 2026-05-30 |
Section B (2 Mark)
One unit of trading for Guar Seed futures is 10 MT and delivery unit is 10 MT. A trader sells 1 unit of Guar Seed at Rs.2500/Quintal on the futures market. A week later Guar Seed futures trade at Rs.2550/Quintal. How much profit/loss has he made on his position?
Section C (4 Mark)
In addition to social security benefits of $6,000, Mr. and Mrs. Lopez have adjusted gross income of $36,000, tax-exempt interest of $1,000 and will file a joint return.
Determine the taxable portion of their social security benefits.
Section C (4 Mark)
As a CWM you are required to calculate the tax liability of an individual whose Taxable income is:
* $ 178650 in US dollars and he is a US citizen (single individual)
* $ 85300 in SGD and he is a citizen of Singapore
Section C (4 Mark)
You as a Chartered Wealth Manager are approached by a client who is depositing some amount in an account that pays a ROI of 12% p.a compounded monthly. She also has an option of investing in another account that pays ROI 12.76% p.a. compounded annually. She wants to know which of these is a better choice.