Valid ICWIM Test Blueprint & Training ICWIM Tools

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CISI International Certificate in Wealth & Investment Management Sample Questions (Q64-Q69):

NEW QUESTION # 64
Establishing sufficient details about a client in order to give advice is known as:

A. Client fact-finding
B. Determining attitude to risk
C. Assessing suitability and affordability
D. Giving information on status disclosure

Answer: A

Explanation:
A client fact-find is a structured process used by financial advisers to gather comprehensive details before giving investment advice.
* Why is Option D Correct?
* The fact-find collects financial position, risk tolerance, goals, and investment experience.
* Required under FCA "Know Your Customer" (KYC) rules.
* Why Not Other Options?
* A (Assessing suitability & affordability) # Part of the fact-finding process, but not the full definition.
* B (Determining risk attitude) # Important, but fact-finding includes more than just risk assessment.
* C (Status disclosure) # Firms must disclose their regulatory status, but this is not fact-finding.
# Reference: FCA Handbook (COBS 9 - Suitability & Fact-Finding), CISI Wealth & Investment Management.

NEW QUESTION # 65
According to Modern Portfolio Theory (MPT), portfolios below the efficient frontier are not efficient because:

A. The investor assumes proportionately higher risk for lower incremental returns
B. A greater return could be achieved for the same risk
C. They attract additional charges
D. Risk-free assets are not profitable

Answer: B

Explanation:
* Modern Portfolio Theory (MPT) and the Efficient Frontier
* The efficient frontier represents portfolios that offer thehighest return for a given level of risk.
* Portfolios below the frontier areinefficientbecause they providelower returns for the same level of riskorhigher risk for the same level of return.
* Why the Answer is D
* Portfolios below the efficient frontier are suboptimal; the investor is not maximizing return relative to the risk taken.
* ICWIM Study Guide, Chapter on Portfolio Theory: Discusses the efficient frontier and inefficiency of suboptimal portfolios.
* MPT Literature: Explains risk-return optimization.
References

NEW QUESTION # 66
If the holder of a long futures contract sells it ahead of expiry, they are considered to have:

A. Closed out their position
B. Delivered the underlying
C. Taken delivery of the underlying
D. Exercised their position

Answer: A

Explanation:
* Long Futures Contract Defined
* A long futures contract represents a commitment to buy an underlying asset at a set price on a future date.
* Closing Out the Position
* If the holder sells the contract before expiry, they are said toclose out the position, effectively negating their obligation to take delivery of the underlying asset.
* Why the Answer is B
* Selling ahead of expiry removes the obligation, hence closing the position.
* Why Other Options are Incorrect
* A. Exercised: Applies to options, not futures.
* C. Taken delivery: Happens only if the contract is held to maturity.
* D. Delivered: Applies to the short position, not the long holder.
* ICWIM Study Guide, Chapter on Derivatives: Explains closing out futures contracts.
* Futures Market Principles: Discusses position management in futures trading.
References

NEW QUESTION # 67
What is the role of a central counterparty (CCP)?

A. To act as a market maker between counterparties
B. To provide funding to counterparties as and when required
C. The CCP guarantees that the counterparties will not default
D. It interposes itself between the counterparties to a trade, becoming the buyer to every seller and the seller to every buyer

Answer: D

Explanation:
# Reference: CFA Institute (Derivatives & Market Infrastructure), CISI Wealth & Investment Management.

NEW QUESTION # 68
An investor would regard a company's Interest Cover ratio as significant because it provides:

A. A summary of how much liquid cash an organisation has for funding dividend payments
B. A breakdown of how much debt a company has in relation to equity
C. An indication of what interest rate the company is paying
D. An indication of the extent to which the company can service its debts

Answer: D

Explanation:
Interest Cover Ratio measures how easily a company can meet interest payments on its debt.
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* Why is Option A Correct?
* A higher ratio means a company comfortably covers interest costs.
* A low ratio signals higher financial risk and potential default risk.
* Why Not Other Options?
* B (Interest rate paid) # The ratio assesses coverage, not cost of debt.
* C (Debt vs equity breakdown) # This is measured by the debt-to-equity ratio.
* D (Cash for dividends) # Interest cover assesses debt serviceability, not dividend affordability
.
# Reference: CFA Institute (Financial Ratios), CISI Wealth & Investment Management.

NEW QUESTION # 69
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CISI International Certificate in Wealth & Investment Management Sample Questions (Q64-Q69):

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