CISI ICWIM International Certificate in Wealth & Investment Management Online Training
CISI ICWIM Online Training
The questions for ICWIM were last updated at Apr 25,2025.
- Exam Code: ICWIM
- Exam Name: International Certificate in Wealth & Investment Management
- Certification Provider: CISI
- Latest update: Apr 25,2025
The concept of the Sharpe ratio is to measure the:
- A . Amount of performance attributable to a benchmark
- B . Return above a risk-free rate
- C . Effect the annual charge has on fund performance
- D . Ability of the fund manager in different scenarios
Once a company reaches the point known as the minimum efficient scale, the "theory of the firm" suggests that the company should:
- A . Halt its output expansion
- B . Accelerate its output expansion
- C . Increase its unit price
- D . Decrease its unit price
A business may need key person protection because:
- A . The business relies on the input of an individual
- B . It is a very small business
- C . It is to cover a very significant customer
- D . Its profits are very seasonal
How would an active fund manager seek to avoid underperforming their peer group when deciding on asset allocation?
- A . Through the use of asset allocation by consensus
- B . By assessing the prospects for each main asset class
- C . By hedging currency and market risk
- D . Through the use of quantitative models
A rise in living standards will tend to:
- A . Reduce the demand for commodities
- B . Have no effect on commodities
- C . Increase government participation in the commodities markets
- D . Create an increased demand for commodities
It is a regulatory requirement for financial advisers to explain any potential additional obligations for clients making a transaction in:
- A . Bonds
- B . Commodities
- C . Derivatives
- D . Equities
The management of investment portfolios of collective investment schemes, pension funds, insurance funds, hedge funds, and private equity would normally be considered to fall into the scope of:
- A . The retail financial sector
- B . The wholesale financial sector
- C . Family offices
- D . Private banking
If two sets of data have a correlation coefficient of 1.0, they possess:
- A . No correlation
- B . Weak correlation
- C . Perfect negative correlation
- D . Perfect positive correlation
Which of the following underlies the pillars of risk tolerance?
- A . Psychological traits
- B . Sociological traits
- C . Education
- D . Experience
An investor deposits £1,000 into an account that pays interest at the rate of 3% per year.
If the interest is credited to the account at the end of the year and the investor leaves the money in the account for 5 years, how much money will be in the account at the end of the fifth year?
- A . £1,150.00
- B . £1,157.63
- C . £1,159.27
- D . £1,276.28
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