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2020年CFA考试《CFA三级》考试共题,分为。小编为您整理Private Wealth Management (2)5道练习题,附答案解析,供您备考练习。
1、Which of Perrin’s statements regarding his pension is/are correct?【单选题】
A.Statement 1 only
B.Statement 2 only
C.Both Statement 1 and Statement 2
正确答案:A
答案解析:A is correct. Unvested pension benefits are typically contingent on future work and are
2、Which of Adams's and Boshe's comments about counterparty risk is most accurate? The comment made by:【单选题】
A.Adams about the short sale against the box.
B.Boshe about her proposed strategies.
C.Adams about the total return equity swap.
正确答案:A
答案解析:Adams's statement about the short sale against the box is correct because it creates a riskless position. Although the forward conversion with options avoids counterparty risk, the equity forward sale and the total return equity swap use a derivatives dealer and thus include counterparty risk.
3、Which of Boshe's MTL strategies least likely describes a staged exit strategy? MTL Strategy:【单选题】
A.1
B.3
C.2
正确答案:C
答案解析:MTL Strategy 2 is not a staged exit strategy because it does not provide for two specific liquidity events: cash up front and a sale or monetization of the remainder of Richards’s ownership in the future. Strategies 1 and 3 are staged exit strategies that provide for two liquidity events.
4、Which of Molly’s statements about annuities is/are correct?【单选题】
A.Statement 1 only
B.Statement 2 only
C.Both Statement 1 and Statement 2
正确答案:B
答案解析:B is correct. Statement 2 is correct because, all else equal, the income yield is higher
5、The whole life insurance policy feature described by Lansky is a:【单选题】
A.non-forfeiture
B.
C.guaranteed insurability rider.
正确答案:A
答案解析:A is correct. The whole life insurance policy feature described is a non-forfeiture clause,
What are the indices for a skewed distribution?:What are the indices for a skewed distribution?
What are the responsibilities of the members in reference to the CFA Institute?:Once accepted as a member:每年交述职报告和年费but must not over promise the competency and future investment results.Case
What members and candidates should notice in CFA examinations?:or security of the CFA examinations.(不能恶心CFA),考试不能作弊:考试内容要保密:A. No.:Responsibilities as a CFA Institute Member.right④Case
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