CISI IFC資格参考書 & IFC独学書籍

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CISI IFC Exam Overview:

Certification Vendor:	CISI (Chartered Institute for Securities & Investment) / CSI (Canadian Securities Institute)
Exam Name:	Investment Funds in Canada (IFC) Exam
Exam Number:	IFC
Passing Score:	60% (600/1000)
Exam Format:	Multiple Choice Questions, Remote Online or In-Person, Proctored Exam
Exam Duration:	180 minutes
Available Languages:	English
Related Certifications:	Conduct and Practices Handbook Course (CPH) Canadian Securities Course (CSC) Wealth Management Essentials (WME)
Certificate Validity Period:	Valid indefinitely; requires continuing education to maintain compliance
Real Exam Qty:	100
Exam Price:	CAD 495 - CAD 625
Recommended Training:	CSI IFC Study Materials & Online Course
Exam Registration:	CSI Official Registration
Sample Questions:	CISI IFC Sample Questions
Exam Way:	Online remote proctored or in-person at authorized test centres
Pre Condition:	No mandatory prerequisites; recommended basic knowledge of Canadian financial industry
Official Syllabus URL:	https://www.csi.ca/en/learning/courses/ifc

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IFC独学書籍、IFC資格講座

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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	投資信託の分析：この分野では、投資信託のパフォーマンスを評価するためのツールと手法を取り上げます。これには、リターンやリスク指標などの定量的指標、および運用担当者の経験や投資スタイルなどの定性的要因が含まれます。
トピック 3	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 4	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。

CISI Investment Funds in Canada (IFC) Exam 認定 IFC 試験問題 (Q487-Q492):

質問 # 487
In the OTC market, who enters the bid and ask quotations?

A. Mutual fund company
B. Retail investors
C. Issuing company or government
D. Dealers

正解：D

解説：
The OTC (dealer) market is a negotiated market where investment dealers (market makers) post bid and ask quotations via electronic platforms.
Mutual fund companies and issuing companies do not post quotes directly.
Retail investors place orders through dealers, but they do not set bid-ask spreads.
Thus, the correct answer is D. Dealers.

質問 # 488
Which of the following statement about Exchange Traded Funds (ETFs) is TRUE?

A. Investors may sell their ETFs in the stock market or redeem them through the Fund at the NAVPU of the day.
B. All ETFs are actively managed.
C. Usually the market price of an ETF is the net asset value per unit (NAVPU) of the Fund on that day.
D. ETFs have lower MERs compared to mutual funds.

正解：D

解説：
An exchange-traded fund (ETF) is a type of pooled investment security that operates much like a mutual fund. Typically, ETFs will track a particular index, sector, commodity, or other assets, but unlike mutual funds, ETFs can be purchased or sold on a stock exchange the same way that a regular stock can. ETFs have lower management expense ratios (MERs) compared to mutual funds because they are passively managed and do not incur high costs for research, analysis, and portfolio rebalancing. Therefore, this statement is true about ETFs. References: Exchange-Traded Fund (ETF) Explanation With Pros and Cons - Investopedia, The Best ETFs - Exchange Traded Funds Rankings | US News Investing

質問 # 489
Which of the following statements are CORRECT about labour sponsored investment funds (LSIFs)?

A. LSIFs are appropriate for investors with a short-term time horizon.
B. All provinces offer some sort of additional tax credit for investors.
C. Investors will forfeit their tax credits if they redeem their LSIF investment before 8 years have elapsed.
D. LSIFs are suitable for investors with a low risk tolerance.

正解：C

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.
1: Canadian Investment Funds Course, Chapter 4: Types of Investments1

質問 # 490
Lucas is 60 years old and continues to work. He presently is a plan holder of a registered retirement savings plan (RRSP). He is considering changing his RRSP to a registered retirement income fund (RRIF).
Which of the following statements is CORRECT?

A. There is no minimum age to be an annuitant to a RRIF.
B. Once he changes his RRSP to a RRIF, his unused total RRSP contribution room is lost.
C. Investments that qualify as an eligible investment for a RRIF are different than for an RRSP.
D. Minimal withdrawals are required to start in the current calendar year his RRIF was established.

正解：B

解説：
A registered retirement income fund (RRIF) is a type of registered plan that provides a stream of income in retirement. A RRIF can be created by converting an RRSP, but once the conversion is done, the plan holder can no longer make contributions to the RRSP or the RRIF. Therefore, any unused RRSP contribution room is lost after the conversion. The other statements are incorrect because:
A). There is a minimum age to be an annuitant to a RRIF, which is 71 years old. However, a plan holder can convert an RRSP to a RRIF at any age before 71.
C). Minimum withdrawals are required to start in the year following the year the RRIF was established, not in the current calendar year.
D). Investments that qualify as an eligible investment for a RRIF are the same as for an RRSP, such as mutual funds, stocks, bonds, GICs, etc. References:
Canadian Investment Funds Course (CIFC) Study Guide, Chapter 6: Registered Plans, Section 6.2: Registered Retirement Income Fund (RRIF), page 6-81 Registered Retirement Income Fund (RRIF) - Canada.ca2

質問 # 491
What is a key difference between marketable government bonds and treasury bills?

A. Treasury bills do not pay any coupon interest, while marketable bonds do
B. Marketable government bonds may be sold at a discount while Treasury bills are sold at a premium
C. Marketable government bonds actively trade in the secondary market while Treasury bills can only be bought from and sold to the government
D. Treasury bills trade in the over-the-counter market, while marketable bonds trade on the exchange

正解：A

解説：
Comprehensive and Detailed Explanation From Exact Extract:
Treasury bills (T-bills) have short maturities and are sold at a discount, with the return being the difference between the purchase price and par value at maturity, without coupon interest. Marketable bonds, however, pay coupon interest. The feedback from the document states:
"Because T-bills have such short maturities, they do not pay any coupon interest; instead, they are sold to investors at a discount from par value. When the T-bill matures, you receive par value. The difference between the price paid and the par value represents your return." Reference:Chapter 7 - Types of Investment Products and How They Are TradedLearning Domain:
Understanding Investment Products and Portfolios

質問 # 492
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