International Certificate in Wealth & Investment Management Quiz

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Questions and Answers

Which organization offers the International Certificate in Wealth and Investment Management?

  • Chartered Institute for Securities & Investment (correct)
  • Securities and Exchange Commission
  • International Association of Financial Planners
  • Financial Planning Association

What is the edition of the International Certificate in Wealth and Investment Management covered in this workbook?

  • Edition 7
  • Edition 6 (correct)
  • Edition 8
  • Edition 5

When does the exam period covered by this workbook start?

  • 2 March 2022
  • 2 March 2023 (correct)
  • 1 March 2023
  • 1 March 2024

What is the contact email for customer support at the Chartered Institute for Securities & Investment?

<p><a href="mailto:[email protected]">[email protected]</a> (A)</p> Signup and view all the answers

Who is listed as one of the authors of this workbook?

<p>Kevin Rothwell (C)</p> Signup and view all the answers

Which sector is central to the global economy and includes activities such as banking, insurance, and stock markets?

<p>Financial services sector (A)</p> Signup and view all the answers

What is the main purpose of the financial services sector?

<p>Managing wealth (D)</p> Signup and view all the answers

What is one of the functions of the financial services sector in the economy?

<p>Transferring funds between individuals, businesses, and government (D)</p> Signup and view all the answers

What are some of the participants in the financial services sector?

<p>Bankers (C)</p> Signup and view all the answers

Which sector is not mentioned as part of the financial services sector?

<p>Technology sector (D)</p> Signup and view all the answers

Flashcards

Financial Services Sector

A global economic sector including banking, insurance, and stock markets.

Purpose of Financial Services

Managing wealth and transferring funds.

Financial Services Participants

Individuals and institutions like bankers involved in the sector.

Non-Financial Sector

An economic sector like technology, not central to wealth management.

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International Certificate in Wealth and Investment Management

A wealth management certificate offered by the Chartered Institute.

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Workbook Edition

Edition 6 of the International Certificate in Wealth and Investment Management workbook.

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Exam Period Start

March 2nd, 2023.

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CIS Contact Email

The email address for support at Chartered Institute for Securities & Investment.

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Author of Workbook

Kevin Rothwell is one of the authors.

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CISI

Chartered Institute for Securities & Investment.

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Study Notes

International Certificate in Wealth and Investment Management

  • The Chartered Institute for Securities & Investment (CISI) offers the International Certificate in Wealth and Investment Management.

Workbook Details

  • The workbook covers the 6th edition of the International Certificate in Wealth and Investment Management.
  • The exam period covered by this workbook starts on a specific date (not specified in the text).

Customer Support

  • The contact email for customer support at CISI is not specified in the text, but it is available for customers.

Author(s)

  • One of the authors of this workbook is not specified in the text.

Financial Services Sector

  • The financial services sector is central to the global economy and includes activities such as banking, insurance, and stock markets.
  • The main purpose of the financial services sector is to facilitate economic growth and stability.
  • One of the functions of the financial services sector in the economy is to enable the flow of money between savers and borrowers.
  • Participants in the financial services sector include banks, insurance companies, stock exchanges, and regulators.
  • The agricultural sector is not mentioned as part of the financial services sector.

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