International Certificate in Wealth & Investment Management
Last Update Nov 30, 2025
Total Questions : 200
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Having prepared recommendations via a report, why would an adviser suggest a face-to-face meeting with their client?
When a UK-based investor receives overseas equity dividend income, which one of the following types of tax may have been deducted?
How does standard deviation provide investors with a measure of historical volatility?
Which of the following is a characteristic of a perfectly competitive industry?
When creating a portfolio for a risk-averse client, why would you select stocks with a beta of less than one?
What financial principle requires an adviser to gather extensive information from a client before making a recommendation?
"An approach which applies a theoretical price to a company’s shares by discounting the company’s expected future cash flow into infinity." This statement is describing the:
When an investment manager manages and makes changes to a portfolio without referring to the client, this is known as:
What term is used to describe a situation where clients give investment instructions to a firm without being given advice to do so?
Under an accumulation and maintenance trust, when does the trustees' discretion over payments normally cease (if at all)?
Last year’s monthly returns for Portfolio A were 7%, 5%, -3%, 5%, 9%, 0%, 3%, 6%, -7%, -8%, 5%, 1%. What was the portfolio’s modal rate of return to the nearest whole percentage point?
Establishing sufficient details about a client in order to give advice is known as:
A company recently increased its earnings per share figure by 10%. This means that the company’s:
Which index could be used to measure inflation from the perspective of the seller?
A stockbroking firm receives both buy and sell orders for the same security but from different clients. How can they best avoid a conflict of interest?
How do imports and exports affect the Gross Domestic Product (GDP) calculation?
How would an active fund manager seek to avoid underperforming their peer group when deciding on asset allocation?
A bullet bond portfolio can have an advantage over a barbell bond portfolio because:
If an investor expects to receive a bullet payment, they are likely to be invested in a:
A market which employs an electronic order book to match buyers with sellers in strict order by price is known as:
Which of the following is used to establish an investor's total return from a bond?
What causes the price of a closed-ended investment company to trade at a premium or discount to net asset value (NAV)?
TESTED 30 Nov 2025
