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International Board of Standards - Professional Designations -  Accredited Education.  Creating the World's Leaders in Management ™

 

Wealth Management Quiz





Quiz Questions:

  1. What is the primary goal of wealth management?

    a) Accumulating as much wealth as possible
    b) Preserving and growing wealth over time
    c) Spending all available money
    d) None of the above

  2. What is an asset allocation?

    a) The process of purchasing real estate
    b) The division of investment funds among different asset classes
    c) The act of buying stocks and bonds
    d) None of the above

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The GAFM International Board of Standards is SIS Sanctioned &  QAHE ECLBS MACCA Accredited and ISO Certified for Quality and ISO 21001 Certified for Training Standards with ISO 29993 Certification backed by IAOS Accreditation

 

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 Accredited Certified Financial Analyst Chartered Accountant

Top Certifications and Designations

  • AFA Accredited Financial Analyst ®
  • AMA Accredited Management Accountant  ®
  • AMC Accredited Management Consultant  ®
  • CRA Certified Risk Analyst ®
  • MFP Master Finanical Planner
  • CTEP Chartered Trust & Estate Planner
  • CIPM Certified International Project Manager ®
  • MPM Master Project Manager ®

 

The GAFM Board is the 1st Graduate Certification Body to Become Accredited  and Certified for: ISO 9001 Quality and ISO 29990 Training in the World. GAFM ® owns the former AAFM ® Certifications and Programs

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