Podcast
Questions and Answers
Who is the author of the workbook?
Who is the author of the workbook?
- Kevin Rothwell, FCSI
- JB Beckett, Chartered MCSI
- No author mentioned
- Dianne Ramdeen, MSc, FCCA, CFA, MCSI (correct)
Where is the Chartered Institute for Securities & Investment located?
Where is the Chartered Institute for Securities & Investment located?
- 20 Fenchurch Street, London EC3M 3BY, United Kingdom (correct)
- 10 Downing Street, London SW1A 2AA, United Kingdom
- No location mentioned
- 15 Broad Street, New York, NY 10005, USA
What does the workbook aim to prepare you for?
What does the workbook aim to prepare you for?
- Chartered Financial Analyst (CFA) examination
- International Introduction to Securities & Investment examination (correct)
- Financial Risk Manager (FRM) certification
- No specific examination mentioned
Who accepts no responsibility for persons undertaking trading or investments?
Who accepts no responsibility for persons undertaking trading or investments?
Until when will the workbook cover exams?
Until when will the workbook cover exams?
What is the term used to describe funds that pool the resources of many investors to provide access to a range of investments?
What is the term used to describe funds that pool the resources of many investors to provide access to a range of investments?
Which type of fund can create new shares in response to investor demand or cancel them when sold so that their capital can expand or contract?
Which type of fund can create new shares in response to investor demand or cancel them when sold so that their capital can expand or contract?
What is another well-known name for collective investment schemes (CISs)?
What is another well-known name for collective investment schemes (CISs)?
When an individual buys a stake in an investment fund that invests in the shares of a range of different types of companies, it is an example of:
When an individual buys a stake in an investment fund that invests in the shares of a range of different types of companies, it is an example of:
What does achieving an adequate spread of investments through holding direct investments require?
What does achieving an adequate spread of investments through holding direct investments require?
Study Notes
Workbook Information
- The author of the workbook is not specified.
- The Chartered Institute for Securities & Investment is located in the UK.
Workbook Purpose and Liability
- The workbook aims to prepare students for exams.
- The Chartered Institute for Securities & Investment accepts no responsibility for persons undertaking trading or investments.
Exam Coverage
- The workbook will cover exams until at least 2025.
Investment Funds
- The term used to describe funds that pool the resources of many investors to provide access to a range of investments is a collective investment scheme (CIS).
- CISs are also known as investment funds.
- Open-ended investment companies (OEICs) can create new shares in response to investor demand or cancel them when sold, so that their capital can expand or contract.
Diversification
- When an individual buys a stake in an investment fund that invests in the shares of a range of different types of companies, it is an example of diversification.
- Achieving an adequate spread of investments through holding direct investments requires diversification.
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Description
Prepare for the Chartered Institute for Securities & Investment’s International Introduction to Securities & Investment exam with this workbook covering syllabus version 16.0. Get ready for exams from 10 September 2023 to 9 September 2024.
