Free Practice Mock Questions Set 11-15 (Quiz # 3) for AAFM CWM_LEVEL_2 Exam, according to official AAFM Chartered Wealth Manager (CWM) Certification Level II Examination exam syllabus topic # 1
Section A (1 Mark)
A ''Family Office'' segment client has investible assets worth of
Answer : D
Section B (2 Mark)
Which of the following activities is/are a part of ''Building the CRM project foundation phase ''in CRM implementation?
Answer : C
The term ''permanent establishment'' includes especially:
In a ''Pure Play'' model of wealth management
Answer : A
During ''Building the foundation'' life stage, we learn about _______
Answer : B
