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CISI ICWIM Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Regulation and Ethics | 15% | - Ethical conduct
|
| Financial Products | 20% | - Collective investments
|
| Market Environment | 20% | - Role and function of financial markets
|
| Client Advisory | 25% | - Portfolio construction
|
| Risk and Return | 20% | - Portfolio theory
|
CISI International Certificate in Wealth & Investment Management Sample Questions:
1. An investor deposits €1,000 into an account that pays interest at the rate of 3% per year. If the interest is credited to the account at the end of the year and the investor leaves the money in the account for 5 years, how much money will be in the account at the end of the fifth year?
A) €1,159.27
B) €1,276.28
C) €1,157.63
D) €1,150.00
2. Stablecoins are less prone to price fluctuations because:
A) They do not use blockchain technology
B) Their price is in US Dollars
C) They are highly illiquid
D) Their value is pegged to underlying assets
3. In what circumstances would a central bank use its foreign reserves in currency markets?
A) When influencing the short-term interest rate
B) To influence the nation's currency
C) To control the money supply
D) To lower the rate of inflation
4. If an investor expects to receive a bullet payment, they are likely to be invested in a:
A) Convertible bond
B) Premium bond
C) Treasury bond
D) Zero coupon bond
5. If a company's Economic Value Added (EVA) is negative, this means that:
A) The rate of growth in the company's value is slowing down
B) The rate of growth in the company's value is below that of the sector average
C) The company's value is being destroyed
D) The company's value is nil
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: D | Question # 3 Answer: B | Question # 4 Answer: D | Question # 5 Answer: C |
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