Questions CISI ICWIM Exam - ICWIM Free Dumps

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CISI ICWIM Exam Syllabus Topics:

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

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CISI International Certificate in Wealth & Investment Management Sample Questions (Q13-Q18):

NEW QUESTION # 13
Your client estimates that they will require £40,000 of income annually to live off when they retire. Personal plus state pension will provide £35,000. They wish to retire in 20 years' time. It is estimated that they can earn
3% per annum and inflation has been forecast at 2% over the next 20 years. Interest rates are currently 1.5%.
Allowing for inflation, what lump sum would they need to accrue to supplement their pension?

Answer: B

Explanation:
Determine the shortfall in income:
Desired income: £40,000
Pension provided: £35,000
Annual shortfall: £40,000 - £35,000 = £5,000
Adjust for inflation over 20 years:Future value = Present Value × (1 + Inflation Rate)

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