Overview

Disclaimer:This course is an unofficial set of practice questions designed to help you prepare for the Certificate in International Advanced Wealth Management P2 exam. It is not affiliated with or endorsed by CISI.The questions provided here are unique and are intended to test your knowledge and readiness for the exam format. They are not the actual questions you will encounter in the official test. For the best preparation experience, please use these practice tests as a valuable supplement to official study guides, hands-on experience, and other learning resources.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 Analysis1.1 Corporate Governance1.2 Financial Statement Analysis1.3 Corporate ActionsElement 2 Taxation, Trusts and Foundations2.1 Taxation2.2 Residence and Domicile2.3 Trusts and Foundations2.4 Tax Compliance2.5 Tax planningElement 3 Investment Products3.1 Characteristics of Collective Investment Funds and Companies3.2 Analysis of Collective Investments3.3 Exchange-Traded Funds and Exchange-Traded Commodities3.4 Closed Ended Funds and Investment Companies3.5 Life Assurance Based Investments3.6 Pension ArrangementsElement 4 Principles of Investment Risk and Return4.1 Models of Investment Theory4.2 Time Value of Money4.3 Investment Risk and ReturnElement 5 Portfolio Construction5.1 Market Information and Research5.2 Portfolio ConstructionElement 6 Investment Advice6.1 Advising Clients6.2 Client Fact Finding6.3 Risk ProfilingElement 7 Investment Selection and Recommendation7.1 Investment Allocation7.2 Investment Selection7.3 Investment Planning and RecommendationsElement 8 Portfolio Evaluation, Maintenance and Review8.1 Selection and use of Benchmarks8.2 Portfolio Evaluation8.3 Portfolio Review & 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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