[GET] Certificate in International Advanced Wealth Management P2

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Certificate in International Advanced Wealth Management P2
CISI Level 4 Wealth Management Practice Paper 2
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6 practice tests

Description
This training will help you to best prepare the 2-hour, 80 multiple-choice question exams of the Wealth Management Practice unit* from the CISI Level 4 Certificate in International Advanced Wealth Management. (This training is based on the learning manual which cover examinations from 21 August 2022 to 20 August 2025)

Bonus : Upon enrolling in this course, you will gain access to a comprehensive PDF document containing the answers to all end-of-chapter questions of the learning manual.

The Certificate in International Advanced Wealth Management is achieved by passing the 2 units. Wealth Management Practice is one of these 2 units.

The Multi Choice Questions will cover the following chapters from the Wealth Management workbook:

Element 1 Securities Analysis

1.1 Corporate Governance

1.2 Financial Statement Analysis

1.3 Corporate Actions

Element 2 Taxation, Trusts and Foundations

2.1 Taxation

2.2 Residence and Domicile

2.3 Trusts and Foundations

2.4 Tax Compliance

2.5 Tax planning

Element 3 Investment Products

3.1 Characteristics of Collective Investment Funds and Companies

3.2 Analysis of Collective Investments

3.3 Exchange-Traded Funds and Exchange-Traded Commodities

3.4 Closed Ended Funds and Investment Companies

3.5 Life Assurance Based Investments

3.6 Pension Arrangements

Element 4 Principles of Investment Risk and Return

4.1 Models of Investment Theory

4.2 Time Value of Money

4.3 Investment Risk and Return

Element 5 Portfolio Construction

5.1 Market Information and Research

5.2 Portfolio Construction

Element 6 Investment Advice

6.1 Advising Clients

6.2 Client Fact Finding

6.3 Risk Profiling

Element 7 Investment Selection and Recommendation

7.1 Investment Allocation

7.2 Investment Selection

7.3 Investment Planning and Recommendations

Element 8 Portfolio Evaluation, Maintenance and Review

8.1 Selection and use of Benchmarks

8.2 Portfolio Evaluation

8.3 Portfolio Review and Maintenance

*CISI does not endorse, promote, review or warrant the accuracy or quality of the products or services offered by Stephen Dubois



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