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所在平台: Udemy |
课程主页: https://www.udemy.com/course/chartered-trust-and-estate-planner-certified-practice-exam/
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此课程是一份特许信托和遗产规划师的认证实践考试模拟题。 **试题概述：** * **理想的遗产规划客户：** 模拟题指出，理想的遗产规划客户通常年龄在 **30岁或以上**，并且 **已婚有子女**。 * **高净值人士财富分配方式：** 高净值人士可以将财富以 **三种** 方式进行分配。从财富持有者的角度来看，**个人消费** 是最重要的。 * **遗嘱的准备：** 在准备遗嘱时，立遗嘱人必须声明他是在 **神志清醒且不受任何压力** 的情况下立遗嘱。遗嘱完成后，立遗嘱人必须在至少 **两名** 独立证人面前小心签署。 * **财富分配优先顺序：** 在向客户解释如何分配财富时，普遍认为的优先顺序是从最受欢迎到最不受欢迎的依次是：**消费、继承、慈善**。 * **IRA的全称：** IRA的英文全称是 **Individual Retirement Arrangement**。 * **无遗嘱继承的财产分配：** 如果一位名叫Raj的逝者没有兄弟姐妹，但留下了母亲、一个已故姐妹（Mary）的一个孩子以及一个已故兄弟（George）的两个孩子，财产将如何分配？根据模拟题的选项，**Raj的母亲将获得50%的份额，剩余的由已故兄弟George的孩子们平均分配**。 **总而言之，该课程通过一系列模拟问题，涵盖了遗产规划的核心概念，包括目标客户识别、财富分配方式、遗嘱的法律要求、继承顺序以及特定金融术语的含义。**
Sample Questions:You have just started your Estate Planning firm. Your friend who is into Estate Planning since 5 years explains you that an Ideal Estate Planning Prospect is one who is aged ___ or over and are _______________.30, Married with Children30, Married with no children35, Married with Children35, Married with no ChildrenHigh Net Worth Individuals can dispose of their money in______ ways. From the standpoint of the wealth holder,__________ is the most important of all.Three, Personal ConsumptionThree, PhilanthropyFour, Personal ConsumptionFour, PhilanthropyWhile preparing a Will, the person who is making the Will must declare ________ that he is making the Will in his full senses and free from any kind of pressure. Once the testator completes writing the Will, he must the sign the Will very carefully in presence of at least __________independent witnesses.At the end, TwoIn the Beginning, TwoAt the end, OneIn the Beginning, OneYou are an Estate Planner. Mr. Arun Mittal, a HNI client asks you to explain him the number of ways to dispose of his wealth. You explain to him about the three ways of disposing wealth. He further asks you to give ranking to the methods-from most preferred to least preferred. You tell Mr. Arun that the correct order is _________________.Consumption, Inheritance, PhilanthropyInheritance, Consumption, PhilanthropyPhilanthropy, Inheritance, ConsumptionNone as he can dispose his wealth in any order.Full form of IRA is_____________Individual Revocable AccountIndividual Retirement ArrangementIndividual Retirement AttorneyIndividual Retirement AggregationMr. Raj, the intestate, leaves no brother or sister but leaves his mother and one child of a deceased sister,Mary and two children of a deceased brother, George. How will the Estate be distributed?Raj's Mother will be receive all the Property.Raj's Mother will take 50% of the share while remainRaj's mother will take one-third, Mary's child willRaj's mother will take 50% of the share and remain
