2022年CFA考試《CFA三級》考試共240題選擇題。咱們幫考網為大家帶來了Private Wealth Management (2)5道練習題，附答案解析，供大家備考練習，提升自測!

1、Based on Exhibit 1, ａｎｄ　meeting the Barksdales’ target equity allocation fｏｒ【單選題】

A.35.0%.

B.54.5%.

C.56.1%.

正確答案:C

答案解析:C is correct. The equity allocation of the Barksdale’s financial capital is calculated as

2、Using the planning framework that Richards suggests, which person//////\'s estimate fｏｒthe after-tax primary capital is most accurate?【單選題】

A.Boshe

B.Adams

C.Richards

正確答案:B

答案解析:Primary capital is the sum of assets that fall into the personal ａｎｄ　market risk buckets. It includes the residence, municipal bond portfolio, global equity fund ａｎｄ　cash equivalents. It excludes the values of MTL ａｎｄ　the concentrated positions in CTAS public stock ａｎｄ　the warehouse (investment real estate) – those are considered aspirational.

3、Which of Perrin’s statements regarding his pension is/are correct?【單選題】

A.Statement 1 only

B.Statement 2 only

C.Both Statement 1 ａｎｄ　Statement 2

正確答案:A

答案解析:A is correct. Unvested pension benefits are typically contingent on future work ａｎｄ　are

4、The most appropriate response to Gregory’s balance sheet question is:【單選題】

A.the economic balance sheet only.

B.the traditional balance sheet only.

C.both the economic ａｎｄ　the traditional balance sheets.

正確答案:A

答案解析:A is correct. The present value of expected future earnings is reflected on an economic

5、Using the information in Exhibit 1 ａｎｄ　Adams//////\'s real estate proposals, which offer will provide the largest immediate addition of funds to Richards//////\'s stock ａｎｄ　bond portfolios?【單選題】

A.Offer 1

B.Offer 2

C.Offer 3

正確答案:A

答案解析:Immediate cash inflows available would include proceeds ａｎｄ　the possible first rental payment in Offer 2; all cash flows are net of taxes. As shown in the table below Offer 1, selling the warehouse outright, produces the highest immediate cash flow net of taxes:

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