Case sets
Case set 1
9 cases · 45 questions
60 marks60 min if timedNegative marking 25% / wrong answer
Or take it timed
Case set 2
9 cases · 45 questions
60 marks60 min if timedNegative marking 25% / wrong answer
Or take it timed
Case set 3
9 cases · 45 questions
60 marks60 min if timedNegative marking 25% / wrong answer
Or take it timed
Practice shows the hint and the answer after each question. Timed hides them until you hand in, like the exam.
All Series X-A cases
Set 1 · Case 1
A household with wealth but limited ready cash
5 questions5 marks
Set 1 · Case 2
Funding a dated education goal
5 questions5 marks
Set 1 · Case 3
Reading the first month of a loan
5 questions5 marks
Set 1 · Case 4
A shareholder’s return and stock split
5 questions5 marks
Set 1 · Case 5
A bond below face value
5 questions5 marks
Set 1 · Case 6
Mutual fund units and a disclosed exit load
5 questions5 marks
Set 1 · Case 7
Rebalancing a portfolio with a cash withdrawal
5 questions10 marks
Set 1 · Case 8
Performance with an external contribution
5 questions10 marks
Set 1 · Case 9
Advice, consent and an undisclosed incentive
5 questions10 marks
Set 2 · Case 1
A budget with quarterly freelance receipts
5 questions5 marks
Set 2 · Case 2
Beginning-of-year versus end-of-year deposits
5 questions5 marks
Set 2 · Case 3
A cheaper loan rate with a refinancing fee
5 questions5 marks
Set 2 · Case 4
A rights issue and an investor’s choices
5 questions5 marks
Set 2 · Case 5
A protective put on an existing holding
5 questions5 marks
Set 2 · Case 6
A portfolio manager’s hypothetical fee agreement
5 questions5 marks
Set 2 · Case 7
Matching a liability with a bond and a reserve
5 questions10 marks
Set 2 · Case 8
Two assets whose risks do not move together
5 questions10 marks
Set 2 · Case 9
A complaint about misleading performance
5 questions10 marks
Set 3 · Case 1
Using spare cash without exhausting the reserve
5 questions5 marks
Set 3 · Case 2
Choosing between money today and staged payments
5 questions5 marks
Set 3 · Case 3
A high current yield with credit and liquidity risk
5 questions5 marks
Set 3 · Case 4
Two purchases at different mutual fund NAVs
5 questions5 marks
Set 3 · Case 5
An AIF commitment is larger than cash already called
5 questions5 marks
Set 3 · Case 6
Position sizing under a hypothetical trading plan
5 questions5 marks
Set 3 · Case 7
Allocating money across conflicting goals
5 questions10 marks
Set 3 · Case 8
Comparing performance after adjusting for risk
5 questions10 marks
Set 3 · Case 9
Onboarding and an account-change request
5 questions10 marks
Do this nextCase set 1
Practice shows the hint and the answer after each question. Timed hides them until you hand in, like the exam.
Start set 1Paper Trading Try it on the practice trading desk →