Free CIFC Practice & CIFC Test Registration
Free CIFC Practice & CIFC Test Registration
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IFSE Institute Canadian Investment Funds Course Exam Sample Questions (Q220-Q225):
NEW QUESTION # 220
Jasmine received an inheritance from her grandmother of $10,000. She wants to invest her money wisely. She has seen in the news that a particular energy company is doing very well and has good prospects. She has also seen how volatile its share price has been in the last year. She knows the risks of the resource sector and wants to invest but is not comfortable with so much volatility. Which of the following mutual fund benefits would address her concern?
- A. convenience
- B. liquidity
- C. low cost
- D. diversification
Answer: D
NEW QUESTION # 221
Sachin owns units of a long-term bond fund. He has heard that the Bank of Canada is likely to make it more expensive to borrow money. He is worried that the value of his investment is going to drop. What sort of investing risk is Sachin experiencing?
- A. interest rate risk
- B. market risk
- C. liquidity risk
- D. inflation risk
Answer: A
Explanation:
Explanation
Sachin is experiencing interest rate risk, which is the risk that changes in interest rates will affect the value of fixed income securities. When interest rates rise, bond prices fall, and vice versa. This is because investors will demand a higher yield to invest in bonds that pay a lower coupon rate than the prevailing market rate.
Therefore, if the Bank of Canada makes it more expensive to borrow money, the existing bonds in Sachin's fund will become less attractive and their prices will drop. Interest rate risk is measured by a fixed income security's duration, with longer-term bonds having a greater price sensitivity to rate changes. Sachin can reduce his interest rate risk by diversifying his bond maturities or hedging using interest rate derivatives1.
References: Canadian Investment Funds Course, Chapter 3: Risk and Return2
NEW QUESTION # 222
One of your clients, Fernando, is approaching 71 years of age and has a few questions regarding life income funds (LIFs).
Which of the following statements about LIFs is TRUE?
- A. Fernando may make contributions tohis LIF if he continues working.
- B. Fernando is free to withdraw any amount from his LIF above the minimum amount.
- C. Fernando can transfer money from his locked-in retirement account (LIRA) to a LIF.
- D. Fernandocan transfer money from his registered retirement savings plan (RRSP) to a LIF.
Answer: C
NEW QUESTION # 223
Frederic recently sold his units in a US dollar (USD) denominated mutual fund. He wants to convert the proceeds back to Canadian dollars (CAD). If he received proceeds of $1,200 USD from the sale and the exchange rate is $1 CAD for $0.99 USD, how much will Frederic receive in Canadian dollars?
- A. $1,320.00
- B. $1-188.00
- C. $1, 12.12
- D. $1,200.00
Answer: C
Explanation:
Explanation
To convert the proceeds from USD to CAD, Frederic needs to divide the amount in USD by the exchange rate.
The exchange rate is $1 CAD for $0.99 USD, which means that $0.99 USD is equivalent to $1 CAD.
Therefore, Frederic will receive
CAD in Canadian dollars. References: Canadian Investment Funds Course (CIFC) | IFSE Institute, Unit 8, Lesson 2
NEW QUESTION # 224
Sean purchases 500 units of Penn Canadian Equity Fund when the net asset value per unit (NAVPU) is
$16.70. On December 15, the mutual fund's NAVPU is $21. On December 16, the mutual fund declares a distribution of $1.25 per unit. Sean's distribution is immediately reinvested and he purchases additional units of the mutual fund.
Which of the following statements about the effect of the distribution is correct?
- A. The NAVPU of the mutual fund does not change after the distribution since Sean reinvests his distribution and purchases additional units.
- B. The total value of Sean's mutual fund holdings after the distribution and reinvestment is §9,875.
- C. Sean's distribution is reinvested at a NAVPU of $19.75 and he receives approximately 31.65 additional units.
- D. After the distribution. Sean will have J&625 in cash and JB8.350 worth of the Penn Canadian Equity Fund.
Answer: C
NEW QUESTION # 225
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