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
Question #31
Why is the process of prioritising the protection needs of your client important?
- A . To establish the net worth of your client
- B . It provides an opportunity to establish a benchmark
- C . To protect your firm from risk
- D . It allows you and the client to agree on an affordable plan
Question #32
If an investor expects to receive a bullet payment, they are likely to be invested in a:
- A . Treasury bond
- B . Zero coupon bond
- C . Convertible bond
- D . Premium bond
Question #33
What fiduciary responsibility does a financial adviser have for their clients?
- A . Decrease the overall risk of their portfolio
- B . Provide their services at a competitive fee
- C . Act in the best interests of their clients
- D . Offer conservative advice with low risk
Question #34
An execution-only sale usually means a sale where there is an absence of:
- A . Charges
- B . Advice
- C . Product
- D . Guarantee
Question #35
How does standard deviation provide investors with a measure of historical volatility?
- A . By the analysis of historical share price movements
- B . Through the measurement of the highs and lows of each asset
- C . By measuring the degree of fluctuation around the mean
- D . Through the measurement of share price movements compared to the benchmark
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