최신IFSE Institute Canadian Investment Funds Course - CIFC무료샘플문제
문제1
Karen's know your client (KYC) profile corresponds to someone who has a long time horizon, is comfortable with risk and volatility, and is primarily interested in growth. She watches the daily movements of the Toronto Stock Exchange (TSX) and wants a mutual fund that will closely match what she sees.
What kind of mutual fund would be BEST for her?
Karen's know your client (KYC) profile corresponds to someone who has a long time horizon, is comfortable with risk and volatility, and is primarily interested in growth. She watches the daily movements of the Toronto Stock Exchange (TSX) and wants a mutual fund that will closely match what she sees.
What kind of mutual fund would be BEST for her?
정답: D
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문제2
Which among the following plans includes a provision that places a maximum limit on the amount that can be withdrawn during a calendar year?
Which among the following plans includes a provision that places a maximum limit on the amount that can be withdrawn during a calendar year?
정답: C
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문제3
Which of the following best describes implied needs of your clients?
Which of the following best describes implied needs of your clients?
정답: D
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문제4
Terri, 30 years old, is the marketing manager at Provincial Winery with an average annual income of $60,000.
Her spouse Yvette, 28 years old, is a project manager with a telecommunications firm earning
$70,000 per year. You are helping them to organize their investments and are trying to assess their financial resources.
Which of the following is the best question to ask?
Terri, 30 years old, is the marketing manager at Provincial Winery with an average annual income of $60,000.
Her spouse Yvette, 28 years old, is a project manager with a telecommunications firm earning
$70,000 per year. You are helping them to organize their investments and are trying to assess their financial resources.
Which of the following is the best question to ask?
정답: C
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문제5
Evan owns retractable preferred shares of Ingram Corp. Which statement CORRECTLY describes a key feature of Evan's shares?
Evan owns retractable preferred shares of Ingram Corp. Which statement CORRECTLY describes a key feature of Evan's shares?
정답: B
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문제6
If an investor was looking for an investment with a risk equal to that of the market, which factor would she want in an investment?
If an investor was looking for an investment with a risk equal to that of the market, which factor would she want in an investment?
정답: D
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문제7
What do Guaranteed Income Supplement (GIS) and Allowance for the Survivor have in common?
What do Guaranteed Income Supplement (GIS) and Allowance for the Survivor have in common?
정답: C
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문제8
Kerry's total income this past year was $100,000 and she claimed a tax deduction of $2,000. When the tax return is filed, what would be the federal tax payable when applying the following federal tax rates?
(Round to the closest whole dollar for the final answer.)
Kerry's total income this past year was $100,000 and she claimed a tax deduction of $2,000. When the tax return is filed, what would be the federal tax payable when applying the following federal tax rates?
(Round to the closest whole dollar for the final answer.)
정답: B
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문제9
Which of the following statements is TRUE about the movement of business cycles in the Canadian economy?
Which of the following statements is TRUE about the movement of business cycles in the Canadian economy?
정답: C
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문제10
Your clients, Jessica and Ken, want to buy a house next year. You recommend a money market fund. How do you think a money market fund will help Jessica and Ken reach their goal?
Your clients, Jessica and Ken, want to buy a house next year. You recommend a money market fund. How do you think a money market fund will help Jessica and Ken reach their goal?
정답: B
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문제11
Julia is looking for a mutual fund that will give her growth with moderate volatility. Her dealing representative has suggested the Laurentian Fund. The mutual fund's mandate limits the amount of equity exposure in the portfolio to 60%. Also, the portfolio must hold between 40 - 60% in fixed income at all times. The mutual fund distributes interest, dividends, and capital gains to its unitholders. What type of mutual fund is the Laurentian Fund?
Julia is looking for a mutual fund that will give her growth with moderate volatility. Her dealing representative has suggested the Laurentian Fund. The mutual fund's mandate limits the amount of equity exposure in the portfolio to 60%. Also, the portfolio must hold between 40 - 60% in fixed income at all times. The mutual fund distributes interest, dividends, and capital gains to its unitholders. What type of mutual fund is the Laurentian Fund?
정답: C
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문제12
Which of the following statements about standard deviation is CORRECT?
Which of the following statements about standard deviation is CORRECT?
정답: B
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