CISI ICWIM INTERNATIONAL CERTIFICATE IN WEALTH & INVESTMENT MANAGEMENT DUMPS - EASY TO PREPARE EXAM [2025]

CISI ICWIM International Certificate in Wealth & Investment Management Dumps - Easy To Prepare Exam [2025]

CISI ICWIM International Certificate in Wealth & Investment Management Dumps - Easy To Prepare Exam [2025]

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Tags: Online ICWIM Training Materials, Latest ICWIM Test Report, New ICWIM Exam Questions, ICWIM Valid Dumps Ebook, Exam Topics ICWIM Pdf

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Latest ICWIM Test Report & New ICWIM Exam Questions

Users of ActualCollection software can attempt multiple International Certificate in Wealth & Investment Management (ICWIM) practice exams to assess and improve preparation for the examination. Customers can view their previous attempts' scores and see their mistakes. It helps test takers take the final International Certificate in Wealth & Investment Management (ICWIM) exam without making mistakes. The web-based version of the ICWIM practice exam can be taken online. It means you can take this mock test via any browser like MS Edge, Firefox, Chrome, Internet Explorer, and Safari.

CISI International Certificate in Wealth & Investment Management Sample Questions (Q50-Q55):

NEW QUESTION # 50
Your client estimates that they will require £50,000 of income annually to live off when they retire. Personal plus state pension will provide £40,000. They wish to retire in 25 years' time. It is estimated that they can earn 5% per annum, and inflation has been forecast at 2%. Interest rates are currently 1.5%. Allowing for inflation, what lump sum would they need to accrue to supplement their pension?

  • A. £252,401
  • B. £468,745
  • C. £328,120
  • D. £546,869

Answer: C

Explanation:
To calculate the required lump sum, we need to determine the present value (PV) of future withdrawals, adjusted for inflation and investment growth.
A screenshot of a paper AI-generated content may be incorrect.


NEW QUESTION # 51
For a key person protection policy, a company will:

  • A. Need to establish an insurable interest
  • B. Be insured against staff moving to a competitor
  • C. Be required to pay ever-increasing premiums
  • D. Seek to be covered for an undefined sum of money

Answer: A

Explanation:
* What is Key Person Protection?
* A policy designed to compensate a company for financial losses incurred if a key employee dies or becomes disabled.
* A prerequisite is that the company must prove aninsurable interestin the key person.
* Why D is Correct
* Insurable interest ensures that the company has a legitimate financial dependency on the key person, a requirement for taking out such a policy.
* Other Options Analyzed
* A. Ever-increasing premiums: Not a feature specific to key person policies.
* B. Moving to a competitor: Irrelevant; this is not an insurable risk.
* C. Undefined sum: Key person policies require a specific sum based on financial calculations.
* ICWIM Textbook, Chapter on Business Insurance: Emphasizes insurable interest in key person policies.
* Insurance Industry Standards: Insurable interest is a fundamental requirement.
References


NEW QUESTION # 52
Which of the following forms part of the Financial Planning Standards Board's six-step process for financial planning?

  • A. Analyse client's financial status
  • B. Challenge client's risk appetite
  • C. Organise client's financial affairs
  • D. Minimise client's tax burden

Answer: A

Explanation:
# Reference: FPSB Global Financial Planning Standards.


NEW QUESTION # 53
An investor deposits £1,000 into an account that pays 3% per annum. If interest is compounded annually, how much will be in the account after 5 years?

  • A. £1,159.27
  • B. £1,150.00
  • C. £1,276.28
  • D. £1,157.63

Answer: A

Explanation:
# Reference: Compound Interest Formula, CISI Wealth & Investment Management.


NEW QUESTION # 54
Ex-ante security attribution seeks to identify:

  • A. An appropriate benchmark
  • B. Future risks
  • C. Why the portfolio performed the way it did
  • D. Portfolio outperformance

Answer: B

Explanation:
Ex-ante attribution focuses on predicting future risks and returns, whereas ex-post attribution analyzes past performance.
* Why is Option D Correct?
* Ex-ante means "before the event", so it identifies potential risks before they impact returns.
* Used in risk forecasting and portfolio stress testing.
* Why Not Other Options?
* A & B (Portfolio outperformance, past performance) # These relate to ex-post (historical) attribution.
# Reference: CFA Institute (Performance Attribution), CISI Wealth & Investment Management.


NEW QUESTION # 55
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