New CSC2 Exam Duration - CSC2 Preparation
New CSC2 Exam Duration - CSC2 Preparation
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CSI Canadian Securities Course Exam2 Sample Questions (Q67-Q72):
NEW QUESTION # 67
Which asset type is classified as a fixed-income asset for portfolio management purposes?
- A. Preferred shares.
- B. Money market securities
- C. Bonds with a maturity of one year or less.
- D. Convertible bonds.
Answer: D
Explanation:
* Fixed-income assets are characterized by predictable cash flows. Convertible bonds qualify because they have features of fixed-income securities (coupon payments and principal repayment) while also offering the option to convert into equity.
* Money market securities (Option A) are short-term, high-liquidity instruments and typically not classified as fixed-income for long-term portfolio management purposes.
* Preferred shares (Option B) are equity-like instruments with fixed dividend payments but lack the
"fixed-income" designation for portfolio management.
* Bonds with less than one year to maturity (Option D) fall under money market classifications rather than fixed income.
References: Canadian Securities Course Volume 2, Fixed-Income Securities Section.
NEW QUESTION # 68
What is the normal shape of a yield curve?
- A. Upward slops
- B. Downward slope
- C. inverted
- D. Humped
Answer: A
Explanation:
The normal shape of a yield curve is anupward slope, indicating that longer-term bonds offer higher yields than shorter-term bonds. This reflects the additional risk and time value of money associated with longer maturities.
* A. Downward slope: This could describe a yield curve during unusual circumstances, such as a period of market uncertainty or deflation.
* B. Inverted: An inverted yield curve, where shorter-term yields exceed longer-term yields, is a rare occurrence and often signals economic recession.
* D. Humped: A humped curve is rare and occurs when intermediate-term yields exceed both short-term and long-term yields.
NEW QUESTION # 69
What do technical analysis and fundamental analysis have in common?
- A. They are used to predict changes in security prices.
- B. They compare the intrinsic value against a security's current price.
- C. They study the causes of security' s price movements.
- D. They are nullifiedaaccording to the random walk theory.
Answer: A
Explanation:
Bothtechnical analysisandfundamental analysisare tools used to predict changes in security prices, but they differ significantly in their approaches.
* Fundamental Analysisevaluates the intrinsic value of a security by analyzing factors such as a company's financial statements, industry conditions, and macroeconomic trends. It assumes that market prices will eventually reflect a security's true value.
* Technical Analysisexamines historical price and volume data to predict future price movements. It focuses on identifying patterns, trends, and market sentiment without regard to the underlying fundamentals.
Option A is incorrect because it only describes fundamental analysis. Option B erroneously connects both methodologies to the random walk theory, which discounts their effectiveness. Option D misstates their purpose, as technical analysis focuses on price trends, not the causes of price movements.
References:
* Volume 2, Chapter 13: Fundamental and Technical Analysis, Overview of Fundamental and Technical Analysis,Canadian Securities Course.
NEW QUESTION # 70
What is a structured product?
- A. A principle-protected note.
- B. A mortgage loan.
- C. A credit card receivable
- D. An equity index.
Answer: A
Explanation:
Astructured productis a pre-packaged investment strategy often involving derivatives and fixed-income securities to offer a combination of protection and growth potential.
* Principal-Protected Note (PPN):A PPN is a common type of structured product that guarantees the return of the original investment (principal) at maturity while offering potential upside linked to the performance of an underlying asset or index.
* Why Other Options Are Incorrect:
* A. A mortgage loan: This is a form of debt, not a structured product.
* C. An equity index: An index tracks the performance of a market but is not a structured product itself.
* D. A credit card receivable: This is a financial asset used in securitization, not a structured product.
References:
* CSC Volume 2, Chapter 23: Structured products and their features.
NEW QUESTION # 71
A client who seeks advice from an investment advisor but does not require financial planning guidance.
Which platform is most appropriate for this client?
- A. Exchanged-traded fund.
- B. Discount brokerage.
- C. Self-directed brokerage.
- D. Family office
Answer: B
Explanation:
Adiscount brokerageis an ideal platform for clients who seek professional advice but do not require comprehensive financial planning. Discount brokers allow clients to trade securities with minimal fees, offering tools and resources for investment decision-making without the cost of full-service advisory.
* Why This Platform is Appropriate:
* Clients retain control over their portfolios but can access limited advisory services when needed.
* Suitable for investors who are comfortable with self-directed investing and require occasional guidance.
* Why Other Options Are Incorrect:
* A: A family office provides high-end services, including financial planning, making it excessive for this client.
* B: A self-directed brokerage is entirely self-managed, without access to advisory support.
* C: ETFs are an investment product, not a platform.
References:
* CSC Volume 2, Chapter 25: Overview of Fee-Based and Discount Brokerage Accounts.
NEW QUESTION # 72
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