CWM_LEVEL_II Topics - Chartered Wealth Manager (CWM) Certification Level II Updated: 2023 |
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Exam Code: CWM_LEVEL_II Chartered Wealth Manager (CWM) Certification Level II Topics June 2023 by Killexams.com team |
CWM_LEVEL_II Chartered Wealth Manager (CWM) Certification Level II The objective of the Chartered Wealth Manager® Program is to equip candidates with both basic and advanced skills required by a Wealth Manager in performing his tasks and duties as a Wealth Manager, Private Banker and Wealth Advisor. a. Acquiring core understandings in and across the disciplines that contribute to the domain of Wealth Management including Wealth Creation, Wealth Enhancement, Wealth Preservation and Wealth Transfer. b. Relating these conceptual frameworks to dimensions of practical areas on the ground. c. Providing candidates with opportunities to encounter and critically engage with instances of both challenging problems and attempted interventions by a Wealth Manager. d. Engage with the complex financial markets, human attitudes and investment lifecycles. e. Explore the ethical and personal dimensions of Wealth Advisory and understand the fiduciary responsibilities of a Wealth Manager. UNIT 10 : Equity Analysis UNIT 11 : Use of Alternative Products in Wealth Management UNIT 12 : Use of Behavioral Finance in Wealth Management UNIT 13 : Real Estate Valuation and Analysis UNIT 14 : Relationship Management by a Wealth Manager UNIT 15 : International Taxation UNIT 16 : Portfolio Management Strategies UNIT 17 : Wealth Management Planning UNIT 18 : Advanced Wealth Management LEVEL II – Advanced Level ------------------------- Unit 10- Equity Analysis Equity as an asset class always features as the first choice in almost every portfolio. Considering the importance Equity possesses in investment management space this unit would focus at enabling the investment professional understand the various aspects of Equity including Equity Analysis by Technical & Fundamental Methods. The unit would help the investment professional in analysing the equity and its related products in a comprehensive & holistic manner. The unit would enhance the knowledge of the wealth manager regarding this premier asset class so that they can comprehensively advise clients on equity investments in conjunction with risk and return parameters. Unit 11- Use of Alternative Products in Wealth Management This course aims at explaining and discussing the importance of alternative assets in a client’s portfolio. As the market for Alternatives is growing rapidly we would try to focus on how inclusion of alternate assets has affected the risk and return composition of global clients. The unit would also focus on studying the various alternate channels of investment and their applicability globally. Unit 12- Use of Behavioral Finance in Wealth Management This unit is focused on behavioral and psychological factors which influences the investment decision making of a client. This unit would further exemplify how the client behavior changes to different situations prevailing in the financial markets which would help a wealth manager in evaluating how to handle and manage the client’s responses. The unit would also include case studies covering the behavioral biases shown by the clients and how a wealth can approach and mitigate the same. Unit 13- Real Estate Valuation and Analysis The purpose of the unit is to make an investment professional gain an understanding of the economic forces that drive Real Estate asset and how the niche characteristics of real estate can provide an excellent fitment in a client’s portfolio. The unit would encompass the concepts, tools, and techniques for evaluating individual real estate assets. The Unit would also feature the different mechanisms through which a wealth manager can guide his client with respect to this asset class-Direct and Indirect. Unit 14- Relationship Management by a Wealth Manager Relationship management is the back-bone of wealth management business so the concept of Customer relationship management (CRM) is widely implemented by wealth management business outfits for managing relationship and interactions with customers, clients and sales prospects. The unit discusses techniques to find, attract, and win new clients, nurture and retain those the wealth manager already has, entice former clients back into the fold, and reduce the costs of marketing and client service. Unit 15- International Taxation The unit would help the financial market and investment management professional in assessing the applicability of various taxation aspects for an individual investor before deciding on the portfolio allocation of the client in the international space. The unit would cover the tax structures in few of the prominent investment zones across the globe like US, UK, Singapore and Mauritius. The latter part of the unit would make an investment professional understand in requisite detail the implications of Tax treaties, cross border taxation and on creating tax efficient structures for tax planning in multiple jurisdictions. Unit 16- Portfolio Management Strategies The unit would serve as a foundation for understanding of Portfolio Management process of an individual. This unit would cover the fundamental concepts of risk and return and their application in the context of overall portfolio of a client which would help the wealth manager in making efficient asset allocation with respect to client’s risk and return objectives. This endeavor of the unit would be to guide the investment professional in drafting the Investment Policy Statement which is one of the most important tool of investment advisory arena. The latter part of the book would feature the various portfolio managing strategies both for Equity as well as Debt. Unit 17- Wealth Management Planning This unit covers the different aspects of managing and planning wealth management business across the globe. It focuses on analyzing and studying the various key profitability drivers like Clients, Products, Distribution and Organization of any wealth management business and how each of the drivers can impact the efficiency of the business. The unit would also feature the wealth management landscape globally in different markets and with specific focus on different business models. Unit 18- Advanced Wealth Management This unit builds upon the foundations in Wealth Management concepts covered under CWM® Program. The unit would provide an excellent platform to the wealth manager for constructing a comprehensive Wealth Plan for his client with specific focus on each of the 6 steps of the wealth management process covered in Level 1. This unit would make the investment professional understand the application of the each of the earlier units through different enriching live case studies. The unit would also provide handful tools drafted by AAFM (Performa for Portfolio Review) which can be used by an investment professional right from the start till the end of the wealth management process. |
Chartered Wealth Manager (CWM) Certification Level II AAFM Certification Topics |
Other AAFM examsCTEP Chartered Trust & Estate Planner (CTEP) CertificationCWM_LEVEL_II Chartered Wealth Manager (CWM) Certification Level II GLO_CWM_LEVEL_I Chartered Wealth Manager (CWM) Global Examination |
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CWM_LEVEL_II Dumps CWM_LEVEL_II Braindumps CWM_LEVEL_II Real Questions CWM_LEVEL_II Practice Test CWM_LEVEL_II dumps free AAFM CWM_LEVEL_II Chartered Wealth Manager (CWM) Certification Level II http://killexams.com/pass4sure/exam-detail/CWM_LEVEL_II Question: 90 Section B (2 Mark) Mr. Manish purchased a residential house for Rs.3 lakh on 1-4-1972. Its market value on 1-4-1981 was, however, Rs.12 lakh. He sells the house during the financial year 2011-12 for Rs.98 lakh. Calculate the taxable long term capital gain. [CII-12-13: 852,11-12: 785,10-11:711] A . Rs. 12,90,000/- B . Rs. 10,90,000/- C . Rs. 3,80,000/- D . Rs. 7,10,000/- Answer: C Question: 91 Section A (1 Mark) A well-diversified portfolio is defined as A . One that is diversified over a large enough number of securities that the nonsystematic variance is essentially zero. B . One that contains securities from at least three different industry sectors. C . A portfolio whose factor beta equals 1.0. D . A portfolio that is equally weighted. Answer: A Question: 92 Section A (1 Mark) Which of the following is true regarding the resistance level? A . It tends to develop due to profit taking. B . It is the level at which a significant decrease in demand is expected. C . It is the level at which a significant increase in supply is expected. D . It usually develops after a stock reaches a new low. Answer: C Question: 93 Section A (1 Mark) The difference between the cash price and the futures price on the same asset or commodity is known as the A . Basis B . Spread C . Yield spread D . Premium Answer: B Question: 94 Section B (2 Mark) Amount of liability of payment of gratuity is calculated at the rate of A . One months wage for each completed year of service B . 20days wages for each completed year of service C . Half a months wage for each completed year of service D . 15 days wage for each completed year of service Answer: D Question: 95 Section B (2 Mark) Manish is thinking of acquiring some shares of ABC. Ltd. The rate of returns is as follows: Calculate the variance and the standard deviation A . 16, 8 B . 8, 16 C . 7.4, 54.3 D . 35.04, 5.92 Answer: D Question: 96 Section A (1 Mark) Response of listening falls under which one of the following categories? A . It can be verbal B . It can be nonverbal C . It can be verbal or nonverbal D . It can neither be verbal nor nonverbal Answer: C Question: 97 Section B (2 Mark) You have been asked to estimate the market value of an apartment complex that is producing annual net operating income of Rs44,500. Four highly similar and competitive apartment properties within two blocks of the subject property have sold in the past three months. All four offer essentially the same amenities and services as the subject. All were open-market transactions with similar terms of sale. All were financed with 30-year fixed-rate mortgages using 70 percent debt and 30 percent equity. The sale prices and estimated first-year net operating incomes were as follows: What is the indicated value of the property using direct capitalization? A . Rs 3,30,000 B . Rs 3,90,351 C . Rs3,75,000 D . Rs 3,57,000 Answer: B Question: 98 Section A (1 Mark) The first step of portfolio management is: A . To assess market conditions. B . To determine objectives, constraints and preferences. C . To develop strategies and implement them. D . To adjust the portfolio as necessary. Answer: B Question: 99 Section A (1 Mark) Which of the followings are the important features of Real estate Investment? A . Property rights B . Time horizon C . Geographic Area D . All of the above Answer: D Question: 100 Section B (2 Mark) The _________ is a plot of __________. A . CML, individual stocks and efficient portfolios B . CML and both efficient and inefficient portfolios, only C . SML and individual securities and efficient portfolios D . SML and individual securities, inefficient portfolios, and efficient portfolios. Answer: C For More exams visit https://killexams.com/vendors-exam-list Kill your exam at First Attempt....Guaranteed! |
Based in the Midwest, Shelley Frost has been writing parenting and education articles since 2007. Her experience comes from teaching, tutoring and managing educational after school programs. Frost worked in insurance and software testing before becoming a writer. She holds a Bachelor of Arts in elementary education with a studying endorsement. Training Course FormatsClassroom TrainingOur most robust form of training—many courses include hands-on labs. Virtual Classroom Training (V) Instructor-Guided Online Training (E) Self-Paced Modular Training (M) The format of the workshop includes a combination of short instructional videos, special guest lectures, real-data analyses practices and live demonstration sessions. The workshop aims to facilitate the learning of practical bioinformatics skills and build familiarity and basic competency. Using established tools and publicly available resources, we will focus on the analyses and interpretation of genomic and genetic data, making it more suitable for researchers with limited big data analytical skills. Unit 1: Transcriptomic AnalysesThis session of the course will cover bulk and single-cell RNA-seq analyses. It will cover experimental design, quality control, read mapping, differential expression analyses, as well as pathway and enrichment analyses. The single-cell RNA-seq part will also cover methods for unsupervised clustering and detection of subpopulations of cells.
Unit 2: Epigenomic AnalysesThis session of the course will cover ChIP-seq analyses, which is commonly used for epigenomic analysis. It will cover experimental design, quality control, read mapping, identification of peaks, differential binding assays, and motif identification. Lectures will additionally cover theoretical aspects of peak identification as well as survey a number of commonly employed programs. Unit 3: Genome-wide Association StudyThis session will focus on the single-nucleotide polymorphism (SNP) based genome wide association analysis. Topics include demo and SNP quality control, association tests, logistic regression for case-control studies, linear regression for continuous traits, gene-gene and gene-environment interactions. Lectures will also cover how to visualize the data and analysis results using popular packages. Unit 4: Network AnalysisIn this session, we will introduce the basic concepts and general ideas in constructing gene regulatory networks (GRNs), and focus on genomics studies for integrative analysis of transcriptomic and genomic data. With a case study in cancer research, we will go through cis-eQTL analysis and a state-of-the-art parallel algorithm 2SPLS to construct genome-wide GRNs. In addition, lectures will cover exploring the results by popular bioinformatics tools including STRING and Ingenuity Pathway Analysis. Revised January 2022 Contemporary laboratory safety practice and regulatory requirements require that all laboratory workers are knowledgeable of the hazards that they are exposed to, methods that can be used to minimize exposures, and current regulatory requirements pertaining to laboratory safety. Consequently, laboratory safety training is required for all laboratory workers, including students, faculty, and staff. At the University, laboratory safety training is comprised of general training that covers general laboratory safety Topics and regulatory requirements, and laboratory-specific training. General TrainingAll laboratory personnel are required to receive laboratory safety training, including students, faculty, and staff. EH&S provides general laboratory training that covers general laboratory safety Topics and regulatory requirements. General laboratory safety training is composed of two parts. Part 1 is provided as a classroom or online presentation, and Part 2 is hands-on training conducted in the Safety Training for Academic Research (STAR) Lab located in ARF 301. All laboratory personnel must complete Part 1 and Part 2 training, with the following exception. Academic faculty members are not required to complete Part 2 training; however, completion of this training is strongly recommended. Part 1 training is presented in modular format covering the following topics: 1) chemical hygiene, 2) chemical spill response and waste management, 3) laboratory ventilation, and 4) biosafety. The first three Topics are relevant to all laboratory personnel, and biosafety is relevant to those who work with biological agents (microorganisms; cell or tissue culture; recombinant or synthetic nucleic acid, human blood or other body fluids, cells, or unfixed tissue). Part 2 training involves hands-on exercises that supplement and reinforce the laboratory safety principles presented in Part 1 training. General Training ScheduleEH&S offers general training at the beginning of each semester and other times throughout the year. A calendar of scheduled training is available on the EH&S Training Calendar web page. EH&S will also try and accommodate requests for additional lab safety training sessions for groups of ten or more people. Contact the Chemical Hygiene Officer to inquire about the training schedule. Laboratory workers must receive laboratory safety training prior to beginning work with hazardous chemicals. If scheduling absolutely does not permit participation in a scheduled training session, contact the University Chemical Hygiene Officer for alternative training options. The full general laboratory safety training class does not have to be repeated but EH&S will offer an online refresher training class each year and all laboratory personnel, including faculty supervisors, must complete this refresher training each year. Additionally, on-going training is expected through documented, laboratory-specific training and associated laboratory safety updates, which are the responsibility of each laboratory supervisor. Laboratory-Specific TrainingThe general training provided by EH&S covers regulatory requirements and general laboratory safety topics; however, this training is not designed to provide adequate training on all the specific hazards that may be encountered in a particular laboratory. Therefore, each laboratory supervisor is responsible for providing supplemental training on hazards specific to their laboratory. This laboratory-specific training is required before personnel are exposed to such hazards, and whenever a new hazard is introduced into the laboratory. Laboratory-Specific Training TopicsTopics for laboratory-specific training should focus on higher risk operations conducted in the laboratory. Generally, laboratory-specific training Topics will coincide with laboratory-specific SOP Topics (see Chapter 3). Training Topics can be based on specific chemicals, a single chemical class or chemical hazard (such as carcinogens), or specific laboratory procedures. Training should not be limited to chemical hazards, but should also include non-chemical hazards (for example, electricity, high pressure or vacuum, and equipment) as appropriate. Laboratory-specific training should include the following information:
Documentation and Maintenance of Training RecordsLaboratory-specific training must be documented and the laboratory supervisor or the department must maintain the training records. Training documentation must include the following information: the name of the instructor, the name of the person receiving the training, the date, and the training topic(s). A training documentation form has been developed for documentation of laboratory-specific training; however, other methods may also be used. Laboratory-specific and department-specific training records must be maintained for a minimum of three years after the worker’s entire tenure at the University has ended. Ruth Mayhew has been writing since the mid-1980s, and she has been an HR subject matter expert since 1995. Her work appears in "The Multi-Generational Workforce in the Health Care Industry," and she has been cited in numerous publications, including journals and textbooks that focus on human resources management practices. She holds a Master of Arts in sociology from the University of Missouri-Kansas City. Ruth resides in the nation's capital, Washington, D.C. The Principles and Practice of Engineering (PE) exam tests for a minimum level of competency in a particular engineering discipline. It is designed for engineers who have gained a minimum of four years’ post-college work experience in their chosen engineering discipline. The PE Control Systems Engineering exam is an 8-hour exam with 80 questions. It is administered in pencil-and-paper format once per year in October. For more information on the format of the exam and the Topics covered, please refer to the NCEES website. ISA offers study materials and courses to help you prepare for the CSE exam. Study Guides Training Course The Control Systems Engineer (CSE) PE exam Review Course (EN00) is offered in three formats: Differences Between the CAP and CSE ProgramsThe CSE is a professional engineering (P.E.) license that can only be presented by a State Board of Engineering in the US CSE is a legal license to practice engineering and the exam focuses on control systems. CAP is a certification program that documents a candidate's knowledge not only in control systems but in the broader area of automation. CAP will be offered and recognized internationally. Specifications for the CSE ExamPE exam specifications are posted six months before the exam administration. Updates for the April exams are posted in November, and updates for the October exams are posted in May. To review the specifications, please refer to the NCEES website. The College provides a number of mandatory trainings online through its contract with BizLibrary. BizLibrary is a leading provider of online employee training and e-learning solutions. For more information please contact Eric Hughes, Human Resources Assistant. Why do I need to complete these training modules?SUNY employees are required to complete some training annually. Different positions will require different training topics, but each module is designed to help you succeed in your role at SUNY Cortland. How will I know if I have a training to complete?Each employee has a user specific login, and can access course assignments by clicking the "online training" link in myRedDragon. After logging on, all assignments will be displayed on the home page. What other training opportunities are available to me?CSEA, CSEAP, M/C, PSWP, L/M Committees each have additional training and development opportunities available. Detailed descriptions of these opportunities can be found by here. To request a new training you can fill out a training request form. Still have questions?Please contact Human Resources at 607-753-2302. Cookie List A cookie is a small piece of data (text file) that a website – when visited by a user – asks your browser to store on your device in order to remember information about you, such as your language preference or login information. Those cookies are set by us and called first-party cookies. We also use third-party cookies – which are cookies from a domain different than the domain of the website you are visiting – for our advertising and marketing efforts. More specifically, we use cookies and other tracking technologies for the following purposes: Strictly Necessary Cookies We do not allow you to opt-out of our certain cookies, as they are necessary to ensure the proper functioning of our website (such as prompting our cookie banner and remembering your privacy choices) and/or to monitor site performance. These cookies are not used in a way that constitutes a “sale” of your data under the CCPA. You can set your browser to block or alert you about these cookies, but some parts of the site will not work as intended if you do so. You can usually find these settings in the Options or Preferences menu of your browser. Visit www.allaboutcookies.org to learn more. Functional Cookies We do not allow you to opt-out of our certain cookies, as they are necessary to ensure the proper functioning of our website (such as prompting our cookie banner and remembering your privacy choices) and/or to monitor site performance. These cookies are not used in a way that constitutes a “sale” of your data under the CCPA. You can set your browser to block or alert you about these cookies, but some parts of the site will not work as intended if you do so. You can usually find these settings in the Options or Preferences menu of your browser. Visit www.allaboutcookies.org to learn more. 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You may opt out of our use of such cookies (and the associated “sale” of your Personal Information) by using this toggle switch. You will still see some advertising, regardless of your selection. Because we do not track you across different devices, browsers and GEMG properties, your selection will take effect only on this browser, this device and this website. Social Media Cookies We also use cookies to personalize your experience on our websites, including by determining the most relevant content and advertisements to show you, and to monitor site traffic and performance, so that we may Improve our websites and your experience. You may opt out of our use of such cookies (and the associated “sale” of your Personal Information) by using this toggle switch. You will still see some advertising, regardless of your selection. Because we do not track you across different devices, browsers and GEMG properties, your selection will take effect only on this browser, this device and this website. Targeting Cookies We also use cookies to personalize your experience on our websites, including by determining the most relevant content and advertisements to show you, and to monitor site traffic and performance, so that we may Improve our websites and your experience. You may opt out of our use of such cookies (and the associated “sale” of your Personal Information) by using this toggle switch. You will still see some advertising, regardless of your selection. Because we do not track you across different devices, browsers and GEMG properties, your selection will take effect only on this browser, this device and this website. As most parents know, toilet training can be downright stressful. It takes time, understanding, and patience. There is no right age at which toilet training should begin. The correct time depends on your child. It varies greatly. Children have no control over bladder or bowel movements during the first 12 months of life, and little control for 6 months or so after that, according to the American Academy of Pediatrics (AAP). Between 18 and 24 months, children often start to show signs of being ready. But some may not be ready until 30 months or older, says the AAP. Don't panic if your child is a late bloomer. Most children can control their urine and bowel movements by age 3 to 4. It does take longer for children to stay dry at night, but most girls and more than 75% of boys will be able to stay dry at night after age 5, according to the AAP. For toilet training to be successful, your child must be ready, willing, and able. If your child resists strongly, he or she is probably not emotionally ready. Signs of emotional readiness for toilet training include:
Once your child seems emotionally ready, toilet training can officially begin. You should:
Even if your child is not quite ready for this process, you can familiarize him or her with toilet training by:
Bed-wetting problems may linger after your toddler is trained during the day. Don't panic. Instead:
If nap- or nighttime wetting is still a major problem one year after daytime training is complete, talk to your pediatrician. IAEA-developed training material that teach the basics of how to initiate national radon programmes is available for download. The six modules, developed in collaboration with the World Health Organization, target university students, teachers, radon professionals, authorities and governmental bodies, medical professionals and communication professionals working with radon. Slides in modules are complemented by explanatory text in the notes section. Approved training packages may be copied, distributed, displayed, incorporated in customized presentations and used for non-commercial use as long as the source of the material is referenced to the IAEA approved training package. Module 1 What is radon and its health effects Module 2 Requirements in the International Basic Safety Standards Module 3 Establishing a Radon Action Plan |
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