HOT HOTTEST CIFC CERTIFICATION 100% PASS | PASS-SURE CIFC TRUSTED EXAM RESOURCE: CANADIAN INVESTMENT FUNDS COURSE EXAM

Hot Hottest CIFC Certification 100% Pass | Pass-Sure CIFC Trusted Exam Resource: Canadian Investment Funds Course Exam

Hot Hottest CIFC Certification 100% Pass | Pass-Sure CIFC Trusted Exam Resource: Canadian Investment Funds Course Exam

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IFSE Institute Canadian Investment Funds Course Exam Sample Questions (Q123-Q128):

NEW QUESTION # 123
Over the course of a couple of weeks and several appointments, Harold was finally able to provide an investment solution for his new client, Felicia. It was a lump sum investment where they plan to see her money grow for the next 5 years.
With regards to Know Your Client (KYC) requirements, what are Harold's responsibilities moving forward?

  • A. Monitor investment performance to determine if the investment solution is on track to satisfy Felicia's financial needs.
  • B. There are no other responsibilities for Harold to fulfill until the time horizon has been reached for this investment solution.
  • C. Within 36 months of the implementation of the investment, Harold must review the KYC to ensure it is current.
  • D. KYC does not need to be revisited or revised until there is a need to conduct additional trades for Felicia's account.

Answer: A

Explanation:
Explanation
Know Your Client (KYC) requirements are ongoing obligations that advisors must fulfill to ensure that they provide suitable recommendations and services to their clients. KYC requirements include collecting and documenting information about the client's personal and financial situation, investment objectives, risk tolerance, and investment knowledge. KYC requirements also include monitoring and updating the client's information and investment performance on a regular basis. According to the Mutual Fund Dealers Association of copyright (MFDA), advisors must review the KYC information at least once every 36 months, or more frequently if there are any material changes in the client's circumstances or needs1. Advisors must also monitor the investment performance of the client's portfolio and compare it with the client's expectations and goals. If the investment performance is not satisfactory or consistent with the client's risk tolerance, advisors must take appropriate actions, such as rebalancing the portfolio, switching funds, or revising the investment strategy2. Therefore, Harold's responsibility moving forward is to monitor the investment performance of Felicia's lump sum investment and determine if it is on track to satisfy her financial needs for the next 5 years.
He must also review her KYC information at least once every 36 months, or sooner if there are any changes in her situation or objectives. References:
MFDA Bulletin #0756-P - Know-Your-Client and Suitability1
MFDA Bulletin #0760-P - Monitoring of Investment Performance2


NEW QUESTION # 124
Which person would be categorized as a vulnerable client?

  • A. Peter, who is 65 years old but cannot afford to retire.
  • B. Nafissa, who has no savings to address an immediate financial emergency.
  • C. Aldous, who has become recently unemployed but still has a mortgage to pay.
  • D. Ginger, who has reached retirement age and is easily confused.

Answer: D

Explanation:
Explanation
A vulnerable client is a client who, due to their personal circumstances, is especially susceptible to harm or disadvantage when dealing with financial services. Vulnerability can be permanent or temporary, and can arise from various factors, such as physical or mental health conditions, cognitive impairments, low financial literacy, language barriers, abuse, or discrimination. A vulnerable client may have different needs and challenges than other clients, and may require more support and protection from their adviser. Ginger would be categorized as a vulnerable client because she has reached retirement age and is easily confused, which may affect her ability to understand and make informed decisions about her financial situation. She may also be at risk of being exploited or misled by others who may take advantage of her confusion. Therefore, Ginger's adviser should take extra care to ensure that she is treated fairly and that her best interests are served.
References: Canadian Investment Funds Course, Chapter 8: Suitability and Know Your Client1


NEW QUESTION # 125
Malik has been saving money for retirement but he is worried about the impact inflation may have on the value of his savings. He wants to purchase a bond that will give him a steady stream of income that is greater than the inflation rate. He has found a bond issued by a major airline with a market price of $9,200, a par value of $10,000, and a coupon rate of 6.75%. What is the current yield of this bond?

  • A. 6.25%
  • B. 7.34%
  • C. 6.75%
  • D. 6.21%

Answer: B

Explanation:
Explanation
The current yield of a bond is the annual interest payment divided by the current market price of the bond. The annual interest payment is the coupon rate multiplied by the par value of the bond. In this case, the annual interest payment is:
6.75%*10,000=675
The current market price of the bond is $9,200. Therefore, the current yield is:
9200675*100%=7.34%
The current yield is higher than the coupon rate because the bond is selling at a discount, meaning that its market price is lower than its par value. This implies that the bond is offering a higher return than the prevailing market interest rate. However, the current yield does not take into account the capital gain or loss that will occur when the bond matures or is sold. A more accurate measure of the bond's return is the yield to maturity (YTM), which is the annualized rate of return that accounts for both the interest payments and the price change of the bond over its remaining term.
References:
* Canadian Investment Funds Course (CIFC) Study Guide, Chapter 5: Fixed-Income Securities, Section
5.2: Bond Pricing and Yield, page 5-61
* Current Yield Definition - Investopedia2


NEW QUESTION # 126
You are meeting a potential client, William, for the first time. He is a high net worth individual and you are keen to get his business. Which of the following would you consider the most important to create an impressive first impression on your potential client?

  • A. your words
  • B. tone of your voice
  • C. volume of your voice
  • D. your body language

Answer: D

Explanation:
Explanation
Your body language would be the most important to create an impressive first impression on your potential client. Body language is the non-verbal communication that includes your posture, gestures, facial expressions, eye contact, and physical distance. Body language can convey your confidence, enthusiasm, professionalism, and trustworthiness. According to research, body language accounts for 55% of the impact of a first impression, while tone of voice accounts for 38% and words account for only 7%. The other statements are less important than body language. Volume of your voice is part of your tone of voice, which can affect how your words are perceived by your potential client. However, volume alone is not enough to create an impressive first impression; you also need to consider your pitch, pace, and intonation. Your words are what you say to your potential client, which can include your introduction, your value proposition, and your questions. Your words are important to convey your message and establish rapport with your potential client.
However, your words have less impact than your body language and tone of voice on your first impression.
Tone of your voice is how you say your words, which can include your volume, pitch, pace, and intonation.
Your tone of voice can influence how your potential client feels about you and your message. However, your tone of voice has less impact than your body language on your first impression. References: Unit 10: Sales Process, [The Importance Of Body Language In First Impressions]


NEW QUESTION # 127
Exchange traded funds (ETFs) that track an index and index mutual funds have many similarities. However, what is a major difference between these two products?

  • A. ETFs can be purchased continuously throughout the trading day while index funds can only be bought or sold at the end of the day.
  • B. While ETFs are prone to tracking errors, index funds are perfectly aligned with their underlying index.
  • C. The market price of ETFs always matches the underlying basket of securities while there can be a discrepancy in pricing index funds.
  • D. ETFs do not have management fees since they are exchange traded while index funds do incur such fees.

Answer: A


NEW QUESTION # 128
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