CISI ICWIM International Certificate in Wealth & Investment Management Online Training
CISI ICWIM Online Training
The questions for ICWIM were last updated at May 07,2025.
- Exam Code: ICWIM
- Exam Name: International Certificate in Wealth & Investment Management
- Certification Provider: CISI
- Latest update: May 07,2025
The coupon on a bond has been expressed in real terms, rather than as a nominal amount.
This is because:
- A . It is an inflation-linked bond
- B . Its redemption date is longer than 10 years
- C . It is an unsecured instrument
- D . It is a bearer bond
Once an offshore foundation is established, who will normally be responsible for making ongoing decisions regarding the operational use of the foundation’s assets?
- A . The board of directors
- B . The trustees
- C . The council
- D . The beneficiaries
Which index tracking method requires a swap agreement?
- A . Full replication
- B . Stratified Sampling
- C . Synthetic Replication
- D . Optimisation
The UCITS regulations have been integral to introducing a common format for:
- A . Company accounts
- B . Corporate actions
- C . Key investor information documents
- D . Trade settlement
Personal accident policies will pay out:
- A . Once the insured has been seen by a doctor
- B . On the day of the accident
- C . Following a waiting period
- D . Once the insurance company has received the medical documentation
Why would a composite benchmark be needed to measure portfolio performance?
- A . It makes it easier for the fund manager
- B . Because the portfolio spans several asset classes
- C . Because the portfolio forms part of the investment universe
- D . To lower the tracking error
What term describes the process that enables savings institutions to transform into banks?
- A . Demutualisation
- B . Peer-to-peer
- C . Refinancing
- D . Swap
Standard deviation is used when analysing portfolios because it:
- A . Allows for a comparison of volatility
- B . Identifies profitable trades
- C . Makes it easier to track the performance against a benchmark
- D . Identifies underperforming assets
If someone in a fiduciary position has personal or professional interests that compete with their duty to act in the client’s best interest, this is called:
- A . Discretionary management
- B . A regulatory breach
- C . Full disclosure
- D . A conflict of interest
A company recently increased its earnings per share figure by 10%. This means that the company’s:
- A . Share base has widened
- B . Ability to pay dividends has improved
- C . Market share has risen
- D . P/E ratio has increased
Latest ICWIM Dumps Valid Version with 100 Q&As
Latest And Valid Q&A | Instant Download | Once Fail, Full Refund
