IFC試験無料問題集「CISI Investment Funds in Canada (IFC) 認定」
Last year Peter's earned income from employment was $50,000.
Last year, after receiving a $2 per share in dividends from 500 shares in ABC Inc., a publicly-traded Canadian corporation, he sold his shares. The sale resulted in a capital gain of $15,000.
Based on the tax rates mentioned above, what is Peter's net federal tax liability for the year? (Round to 2 decimal places).
Last year, after receiving a $2 per share in dividends from 500 shares in ABC Inc., a publicly-traded Canadian corporation, he sold his shares. The sale resulted in a capital gain of $15,000.
Based on the tax rates mentioned above, what is Peter's net federal tax liability for the year? (Round to 2 decimal places).
正解：D
解答を投票する
解説: (GoShiken メンバーにのみ表示されます)
Jeff is a new client. He is 50 years old with modest savings in the low six figures, and wants to reinvest his portfolio to ensure that he can retire comfortably at age 65. In his meeting with Jeff, the advisor uncovered some of Jeff's biases. Jeff displayed several strong emotional biases along with a few weak cognitive biases.
What should the advisor do?
What should the advisor do?
正解：C
解答を投票する
The Corporation Group is seeking financing for the purchase of new equipment for a planned expansion.
They want to use the funds for a period of five years. They do not want to pledge any of their existing assets as security or extend shares to any of their debtors. Additionally, they want the privilege of repaying borrowed funds at any time if they so choose. What is the most ideal fixed-income security they should issue to raise this capital?
They want to use the funds for a period of five years. They do not want to pledge any of their existing assets as security or extend shares to any of their debtors. Additionally, they want the privilege of repaying borrowed funds at any time if they so choose. What is the most ideal fixed-income security they should issue to raise this capital?
正解：A
解答を投票する
解説: (GoShiken メンバーにのみ表示されます)
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?
正解：D
解答を投票する
解説: (GoShiken メンバーにのみ表示されます)