IFC真実試験、IFC日本語試験情報

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CISI IFC 認定試験の出題範囲：

トピック出題範囲
トピック 1
  • 顧客情報把握コミュニケーションプロセス：この領域は、適切な提案を確実にするために、顧客の財務状況、投資目標、リスク許容度を理解し、顧客との継続的なコミュニケーションを維持することを含め、顧客情報を収集し文書化することに重点を置いています。
トピック 2
  • 倫理、コンプライアンス、および投資信託規制：この分野では、アドバイザーに対する倫理基準と規制要件を取り上げ、職業上の行動、コンプライアンス義務、利益相反、情報開示要件、規制当局および自主規制機関によって定められた規則などを網羅しています。
トピック 3
  • 投資信託の評価と選択：この分野では、顧客のニーズに基づいて適切な投資信託を選択する体系的なプロセスを扱います。これには、選択基準、コストに関する考慮事項、運用実績、継続的なポートフォリオの監視とリバランスなどが含まれます。
トピック 4
  • 投資商品とポートフォリオの理解：この分野では、株式、債券、証券などの様々な投資商品に加え、ポートフォリオ構築の原則、資産配分戦略、そして顧客の目標達成のために様々な商品がどのように連携して機能するかについて解説します。
トピック 5
  • 代替運用商品の理解：この分野では、従来の投資信託以外の投資商品、例えばETF、分離型ファンド、ヘッジファンドなどを紹介し、それらの特徴、構造、メリット、リスク、規制上の取り扱いについて考察します。
トピック 6
  • 投資信託市場の概要：この分野では、カナダの投資信託業界の構造について、製造業者、販売業者、規制当局といった主要な参加者、販売チャネル、そして業界を統括する規制枠組みを含めて解説します。
トピック 7
  • 現代の投資信託：この分野では、株式ファンド、債券ファンド、バランス型ファンド、専門ファンドなど、投資信託の構造、種類、運用について、法的構造、価格決定メカニズム、購入プロセス、および関連手数料を含めて考察します。

>> IFC真実試験 <<

CISI IFC日本語試験情報 & IFC参考資料

CISI IFC認定資格試験の難しさなので、我々サイトIFCであなたに適当する認定資格試験問題集を見つけるし、本当の試験での試験問題の難しさを克服することができます。当社はCISI IFC認定試験の最新要求にいつもでも関心を寄せて、最新かつ質高い模擬試験問題集を準備します。また、購入する前に、無料のPDF版デモをダウンロードして信頼性を確認することができます。

CISI Investment Funds in Canada (IFC) Exam 認定 IFC 試験問題 (Q100-Q105):

質問 # 100
Which of the following statements are CORRECT about labour sponsored investment funds (LSIFs)?

正解：B

解説：
LSIFs are a type of investment fund that provide venture capital to small and medium-sized Canadian businesses, while offering tax benefits to investors. However, LSIFs are also considered high-risk and illiquid investments, as they invest in private companies that may not have a proven track record or marketability.
Therefore, LSIFs are not suitable for investors with a short-term time horizon or a low risk tolerance.
Investors who buy LSIFs receive a 15% federal tax credit and may also receive an additional provincial tax credit, depending on the province where they reside. However, these tax credits are conditional on holding the LSIF investment for at least 8 years. If investors redeem their LSIF investment before the 8-year period, they will have to repay the tax credits they received.
Canadian Investment Funds Course, Chapter 4: Types of Investments1


質問 # 101
When calculating an individual's annual RRSP contribution limit, what adjustments can be made to the base calculation?

正解：B


質問 # 102
Which index would investors use as a benchmark for doing research on the largest listed public companies in the US marketplace?

正解：A

解説：
Comprehensive and Detailed Explanation From Exact Extract:
The S&P 500 is the appropriate benchmark for researching the largest listed public companies in the US market. The feedback from the document provides:
"Index: S&P 500, Description: The 500 largest publicly held companies that trade on U.S. markets, Performance uses: U.S. equity funds." Reference:Chapter 14 - Understanding Mutual Fund PerformanceLearning Domain:Evaluating and Selecting Mutual Funds


質問 # 103
Khuyen is a Dealing Representative for Stark Contrast Investments. Her dealer has relationships with 20 different mutual fund families. This gave her the flexibility to sell two different types of funds from two different fund families to her client, Bao. $5,000 was invested in the Blue Moon Global Balanced fund and an additional $5,000 was invested in the Orange Sun Asset Allocation fund. Khuyen has been reviewing the performance of both funds and has determined that Bao would be better off being fully invested in the Blue Moon Global Balance fund. Bao had previously signed a Limited Authorization Form (LAF) for Khuyen, so she goes ahead and does not worry about consulting with Bao before making the change.
What type of activity has Khuyen performed?

正解：D

解説：
Discretionary trading is a type of trading activity where the advisor makes investment decisions on behalf of the client without obtaining the client's prior consent for each transaction. Discretionary trading is only allowed if the client has signed a discretionary management agreement with the advisor and the advisor is registered as a portfolio manager. A limited authorization form (LAF) does not grant the advisor the authority to engage in discretionary trading. A LAF only allows the advisor to execute trades that are initiated by the client, such as pre-authorized contributions or withdrawals. Therefore, Khuyen has performed discretionary trading by switching Bao's funds without consulting him, which is a violation of her registrant responsibilities and ethical standards. References:
* Canadian Investment Funds Course (CIFC) Study Guide, Chapter 2: The Sales Process, Section 2.4:
Ethics and Compliance, page 2-161
* Discretionary Trading Definition - Investopedia2


質問 # 104
Yesterday, Mariana who is new to investing and purchased mutual funds for the very first time. She shared her excitement with her good friend, Julius. However, after Julius learned about her investment, he admits that he had a bad experience with mutual fund investing and that he lost money. Mariana regrets not talking to Julius prior to making her decision. Her feelings of enthusiasm have changed to fear. She is wondering if it is too late to change her mind and cancel her purchase order.
Which statement regarding the right of withdrawal is CORRECT?

正解：C

解説：
The right of withdrawal is a statutory right that allows investors to cancel their purchase order of mutual funds within a specified period of time and receive a refund of the amount they paid. The right of withdrawal is also known as the cooling-off period or the rescission right. The right of withdrawal for investors can be different depending on which province (or territory) the fund was purchased within, as each jurisdiction has its own securities legislation and regulations that govern the mutual fund industry. For example, in Ontario, the right of withdrawal is two business days after receiving the simplified prospectus or the fund facts document, whichever is later1. In Quebec, theright of withdrawal is two business days after receiving the simplified prospectus or confirmation of purchase, whichever is later2. In British Columbia, the right of withdrawal is 48 hours after receiving confirmation of purchase3. Therefore, Mariana may still be able to exercise her right of withdrawal, depending on where she bought her mutual funds and when she received the required documents. References:
* Canadian Investment Funds Course (CIFC) Study Guide, Chapter 3: The Regulatory Environment, Section 3.2: The Right of Withdrawal, page 3-54
* Ontario Securities Commission - Mutual Funds - Buying and Selling1
* Autorite des marches financiers - Mutual Funds - Buying and Selling2
* British Columbia Securities Commission - Mutual Funds - Buying and Selling3


質問 # 105
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IFC日本語試験情報: https://www.certjuken.com/IFC-exam.html

ちなみに、CertJuken IFCの一部をクラウドストレージからダウンロードできます：https://drive.google.com/open?id=1AkYQW6COflvQZ4vfoSEraU7I8zdYY3zA