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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Introduction to the Mutual Funds Marketplace | 13% | |
| Topic 2: Understanding Investment Products and Portfolios | 18% | |
| Topic 3: Ethics, Compliance, and Mutual Fund Regulation | 16% | |
| Topic 4: The Know Your Client Communication Process | 19% | |
| Topic 5: Evaluating and Selecting Mutual Funds | 16% | |
| Topic 6: Understanding Alternative Managed Products | 3% | |
| Topic 7: The Modern Mutual Fund | 5% | |
| Topic 8: Analysis of Mutual Funds | 10% |
IT 職員のそれぞれは昇進または高給のために頑張っています。これも現代社会が圧力に満ちている一つの反映です。そのためにCISIのIFC認定試験に受かる必要があります。適当なトレーニング資料を選んだらこの試験はそんなに難しくなくなります。JPTestKingのCISIのIFC「Investment Funds in Canada (IFC) Exam」試験トレーニング資料は最高のトレーニング資料で、あなたの全てのニーズを満たすことができますから、速く行動しましょう。
質問 # 149
What is the current yield on a $5,000 Government of Canada bond paying a 6% coupon and trading at a price of $102 (rounding to the nearest hundredth)?
正解：C
解説：
質問 # 150
A mutual fund sales representative receives a client's purchase order for equity mutual funds and confirms that the order is appropriate based on the client's recorded investment knowledge and risk tolerance. The client explains that she had inherited the funds from a family member. The client states her investment objective to be long term. The representative records this information and processes the order. What the representative doesn't know is that the client has recently lost her job and is living on unemployment insurance. What step did the representative need to take in order to uphold her duty of care?
正解：A
解説：
Comprehensive and Detailed Explanation From Exact Extract:
The representative failed to verify that the client's KYC information was current, which is critical for assessing suitability, especially given the client's recent job loss. The feedback from the document states:
"Standard A - Duty of Care starts with the Know Your Client rule. It is impossible to apply due diligence and assess the suitability of an investment if the client's information has not been updated. Client account documentation should reflect all material information about the client's current status, and should be updated to reflect any material change to the client's status in order to assure suitability of investment recommendations." Reference:Chapter 18 - Applying Ethical Standards to What You Have LearnedLearning Domain:Ethics, Compliance and Mutual Fund Regulations
質問 # 151
You ask a new client, Brad, "what are your financial obligations and what are your assets?" What information are you trying to gather in order to comply with the know your client (KYC) rule?
正解：C
解説：
By asking Brad about his financial obligations and assets, you are trying to gather information about his net worth, which is one of the essential facts that you need to know about your client according to the KYC rule.
Net worth is the difference between the total value of a client's assets and the total value of their liabilities. It reflects the client's financial position and helps you assess their risk tolerance, investment objectives, and suitability for different products and services.
References = Canadian Investment Funds Course (CIFC) - Module 1: The Financial Services Industry - Section 1.3: Know Your Client (KYC)1 and web search results from search_web(query="know your client rule")23
1: https://www.ifse.ca/wp-content/uploads/2021/08/CIFC-Module-1.pdf
質問 # 152
Which of the following Dealing Representatives has CORRECTLY fulfilled their suitability obligation?
正解：B
解説：
Kiri has correctly fulfilled his suitability obligation by matching the risk-return profile of the fund with the personal circumstances of his client. The Conservative Bond Fund is a low-risk, low-return fund that pays regular interest income to investors. Myrtle's investment objective is "income", which means she wants to receive steady income from her investments and preserve her capital. Therefore, Kiri's recommendation is reasonably suitable for Myrtle in all the circumstances. (Canadian Investment Funds Course, Chapter 2, Section 2.3) Canadian Investment Funds Course, Chapter 2, Section 2.3: Conflicts of Interest IFSE Institute: Suitability Obligations1 SFC: Frequently Asked Questions on Compliance with Suitability Obligations2
質問 # 153
At the close of business, Great Lengths Equity Fund had total assets of $135 million and total liabilities of $10 million. They had 11 million units outstanding. In addition, their current assets totalled $13 million and current liabilities were $3 million. Which of the following statements regarding Great Lengths Equity Fund's net asset value per unit (NAVPU) is correct?
正解：A
解説：
The net asset value per unit (NAVPU) of a mutual fund is calculated by dividing the net asset value (NAV) of the fund by the number of outstanding units. The NAV is the difference between the total assets and total liabilities of the fund. Current assets and current liabilities are not relevant for the NAVPU calculation.
Therefore, Great Lengths Equity Fund's NAVPU is ($135 million - $10 million) / 11 million = $11.36.
質問 # 154
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