Certificate in International Advanced Wealth Management P1

Certificate in International Advanced Wealth Management P1 udemy course free download

CISI Level 4 Economics and Markets for Wealth Management Paper 1

Disclaimer:

This course is an unofficial set of practice questions designed to help you prepare for the Certificate in International Advanced Wealth Management P1 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 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 Sector

1.1 The Financial Services Sector in the Economy

1.2 Main Institutions and Organisations

1.3 Wealth Management

Element 2 Macro-Economic Environment

2.1 Macro-economic trends and indicators

2.2 Fiscal and Monetary Policy

2.3 Influences on Asset Classes

Element 3 Cash, Money Markets and the Foreign Exchange Market

3.1 Cash Instruments and Markets

3.2 Foreign Exchange Instruments and Markets

Element 4 Fixed-Income Securities

4.1 Characteristics of Fixed-Income Securities

4.2 Characteristics of Sovereign and Government Bonds

4.3 Characteristics of Corporate Debt

4.4 Characteristics of Eurobonds

4.5 Issuing Fixed-Income Securities

4.6 Fixed-Income markets and trade execution

4.7 Valuation of Fixed-Income Securities

Element 5 Equities

5.1 Characteristics of Equities

5.2 Issuing Equity Securities

5.3 Equity Markets and Trade Execution

Element 6 Real Estate and Alternative Investments

6.1 Real Estate

6.2 Alternatives

Element 7 Derivatives

7.1 General

7.2 Futures

7.3 Options

7.4 Warrants and Contracts for Difference

7.5 Swaps

Element 8 Settlement and Safe Custody

8.1 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