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CISI ICWIM Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Market Environment20%- Economic environment
  • 1. Macroeconomic factors affecting investments
  • 2. Business cycles
  • 3. Interest rates and inflation
- Role and function of financial markets
  • 1. Types of financial markets and their roles
  • 2. Market participants and intermediaries
  • 3. Market indices and benchmarks
Topic 2: Regulation and Ethics15%- Ethical conduct
  • 1. CISI Code of Ethics
  • 2. Professional responsibilities
  • 3. Conflict of interest
- Regulatory framework
  • 1. Compliance requirements
  • 2. Financial regulation principles
  • 3. Investor protection
Topic 3: Financial Products20%- Bonds and fixed income
  • 1. Bond types and characteristics
  • 2. Yield and price relationships
  • 3. Credit risk
- Equities and shares
  • 1. Valuation methods
  • 2. Dividends and total return
  • 3. Types of equity
- Collective investments
  • 1. Funds and structured products
  • 2. Fund selection criteria
  • 3. ETFs and index trackers
Topic 4: Risk and Return20%- Portfolio theory
  • 1. Risk-return profiling
  • 2. Modern portfolio theory
  • 3. Asset allocation principles
- Risk concepts
  • 1. Risk diversification
  • 2. Risk measurement
  • 3. Types of investment risk
Topic 5: Client Advisory25%- Portfolio construction
  • 1. Portfolio review and rebalancing
  • 2. Performance measurement
  • 3. Asset allocation strategies
- Client needs analysis
  • 1. Time horizons
  • 2. Investment objectives
  • 3. Risk profiling and suitability

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CISI International Certificate in Wealth & Investment Management Sample Questions (Q164-Q169):

NEW QUESTION # 164
When a hedge fund puts together an equity arbitrage position, it will seek to balance respective:

Answer: D

Explanation:
Equity arbitrage strategies involve balancing betas to hedge risk while profiting from pricing inefficiencies.
Key Concept:
Beta measures systematic risk (market-related risk).
Equity arbitrage strategies aim to neutralize beta while profiting from pricing anomalies.
Example:
A hedge fund buys an undervalued stock and shorts an overvalued stock with matching betas, ensuring market-neutral exposure.
# Reference: CFA Institute (Hedge Fund Strategies), CISI Wealth & Investment Management.


NEW QUESTION # 165
Tax relief that can be claimed to prevent overseas profits being taxed twice is known as:

Answer: D

Explanation:
Double Taxation Relief (DTR) is a mechanism to prevent individuals or companies from paying tax on the same income in two different jurisdictions. This is critical for taxpayers with international earnings or investments. The relief is typically provided under double taxation agreements (DTAs) between countries.
Reference:
International Certificate in Wealth & Investment Management (ICWIM), Topic: Taxation of Investments and Cross-Border Taxation.
HMRC guidelines and OECD Model Tax Convention.


NEW QUESTION # 166
Once an offshore foundation is established, who will normally be responsible for making ongoing decisions regarding the operational use of the foundation's assets?

Answer: C

Explanation:
* Offshore Foundations
* These legal entities are typically used for wealth preservation, estate planning, or philanthropic purposes.
* Foundations are managed by acouncil, which is responsible for operational decisions and ensuring the foundation's goals are met.
* Why the Answer is C
* The council acts similarly to a board of directors but focuses specifically on the foundation's assets and objectives.
* Why Other Options are Incorrect
* A. Board of directors: Applies to companies, not foundations.
* B. Trustees: Apply to trusts, not foundations.
* D. Beneficiaries: Beneficiaries do not have decision-making authority.
* ICWIM Study Guide, Chapter on Trusts and Foundations: Discusses the governance of offshore foundations.
* Legal Principles of Foundations: Confirms the role of the council.
ReferencesThus, the correct answer isC. The council.


NEW QUESTION # 167
Which of the following types of funds is able to cancel units?

Answer: D

Explanation:
An open-ended fund can create or cancel units based on investor demand.
* Liquidity: Open-ended funds, such as Unit Trusts and OEICs (Open-Ended Investment Companies), continuously issue and redeem shares.
* Pricing: The price is based on the Net Asset Value (NAV).
* Flexibility: The fund manager can adjust the fund size by issuing or cancelling units.
# Reference: FCA Handbook, CISI Wealth & Investment Management (Fund Structures).


NEW QUESTION # 168
Measures of Central Tendency include a method whereby a set of numbers are multiplied and then the nth root of the resulting product is taken. This is known as the:

Answer: C

Explanation:
The geometric mean is calculated using the formula:
A math equation with numbers and symbols AI-generated content may be incorrect.

Used in Finance: The geometric mean is crucial in measuring compound returns over time.
* More Accurate for Investments: It accounts for volatility in investment returns.
# Reference: CFA Institute, CISI Wealth & Investment Management (Quantitative Methods).


NEW QUESTION # 169
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