1. Which of the following statements is true?

2. A married couple with young children wants to purchase a house in the next three years. Where should they invest money?

3. In which phase is the investor's exposure to equity the highest?

4. Which type of financial planning requires more time and effort on the part of the investor?

5. Which phase of life cycle is the reaping/ distribution stage of wealth cycle equivalent to?

6. A married couple with young children wants to start a retirement fund. Where should they invest money?

7. Of the following four investment options, which is the most appropriate for a person who obtains sudden wealth?

8. According to Certified Financial Planner - Board of Standards, the first stage of financial planning is -

9. Which mechanism will a financial planner use to help an investor plan for contingencies?

10. Which of the following is a financial goal?

11. Why is Goal Oriented financial planning undertaken?

12. A retired person should not have any money invested in equity. True or False?

13. In which phase should a person reduce (not eliminate) his exposure to equity?

14. Which of the following is relevant to determine the financial goals?

15. According to Certified Financial Planner - Board of Standards, the last stage of financial planning is -

16. In which stage of the wealth cycle, does the investor consider transfer of wealth to his descendants?

17. There are two approaches to financial planning, one is goal oriented. What is the other?

18. There are two approaches to financial planning. Both have stages. Which type of planning has these stages - childhood, young unmarried, young married, married with children, etc?

19. Being an advisor to whom you will suggest 75% allocation in debt?

20. How the risk appetite of an investor is assessed?

21. If the cost of medical education is Rs 20 lakhs as per todays value. Which formula will be used to calculate the cost of medical education after 8 years.