Awma - Study guides, Class notes & Summaries

AWMA Exam 1: Questions And Answers (Rated A+)

AWMA Practice Exam Questions with All Correct Answers (Already Graded A+) Which of these choices is NOT a fiduciary duty explicitly required under the CFP Board Practice Standards? A) Duty to delegate B) Duty to follow client instructions C) Duty of loyalty D) Duty of care - Answer A) Duty to delegate The three fiduciary duties explicitly stated in the CFP Board Practice Standards are the duty of loyalty, duty of care, and duty to follow client instructions. There is a fiduciary duty ...

AWMA EXAM QUESTIONS AND 100% VERIFIED ANSWERS...

AWMA Test Review 1 – Questions & Detailed Solutions

AWMA Test Review 1 Questions and Answers

AWMA PRACTICE EXAM II LATEST UPDATED...

AWMA TEST REVIEW 1 (QUESTIONS & ANSWERS) RATED 100% CORRECT!!

AWMA MODULE 8 QUIZ...

AWMA MODULE 5 QUIZ INCOME TAX PLANNING FOR HIGH NET WORTH CLIENTS...

AWMA Test Review 1 Questions and Answers All Correct The four basic types of grantor Retained trusts: - Answer 1. Grantor retained annuity trust (GRATs), 2. Grantor retained unitrusts (GRUTs) 3. Grantor retained interest trusts (GRITS) 4. Qualified personal residence trusts (QPRTs) Grantor Retained Annuity Trust (GRAT) - Answer the grantor retains the right to receive an annuity amount from the trust at least annually. This annuity amount is usually expressed as either a fixed dollar a...