Overview

This training will help you to best prepare the 2-hour, 80 multiple-choice question exams of the Economics and Markets for Wealth Management 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 December 2023 to 20 December 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. Economics and Markets for Wealth Management is one of these 2 units.The Multi Choice Questions will cover the following chapters from the Economics and Markets for Wealth Management workbook:Element 1 Wealth Management and the Financial Services Sector1.1 The Financial Services Sector in the Economy1.2 Main Institutions and Organisations1.3 Wealth ManagementElement 2 Macro-Economic Environment2.1 Macro-economic trends and indicators2.2 Fiscal and Monetary Policy2.3 Influences on Asset ClassesElement 3 Cash, Money Markets and the Foreign Exchange Market3.1 Cash Instruments and Markets3.2 Foreign Exchange Instruments and MarketsElement 4 Fixed-Income Securities4.1 Characteristics of Fixed-Income Securities4.2 Characteristics of Sovereign and Government Bonds4.3 Characteristics of Corporate Debt4.4 Characteristics of Eurobonds4.5 Issuing Fixed-Income Securities4.6 Fixed-Income markets and trade execution4.7 Valuation of Fixed-Income SecuritiesElement 5 Equities5.1 Characteristics of Equities5.2 Issuing Equity Securities5.3 Equity Markets and Trade ExecutionElement 6 Real Estate and Alternative Investments6.1 Real Estate6.2 AlternativesElement 7 Derivatives7.1 General7.2 Futures7.3 Options7.4 Warrants and Contracts for Difference7.5 SwapsElement 8 Settlement and Safe Custody8.1 Clearing, Settlement and Safe Custody*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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