CFA Level I Chartered Financial Analyst CFA I Dumps in PDF

Free CFA CFA I Real Questions (page: 82)

Under ERISA, fiduciaries must:

-act solely in the interest of and for the exclusive purpose of benefiting, the plan participants and beneficiaries; -act with the care, skill, prudence and diligence of a prudent person acting in like capacity; -diversify the plan's investments to protect it from the risk of substantial loss; -act in accordance with the provisions of the plan documents to the extent that the documents comply with ________;
-refrain from engaging in prohibited transactions.

  1. AIMR regulations
  2. AIMR code of ethics
  3. None of these answers
  4. ERISA

Answer(s): D

Explanation:

ERISA establishes several guidelines for fiduciary conduct with respect to employee benefit plans. These principles evolved from the common law of trusts, as interpreted by state courts and pre-ERISA requirements for the tax qualification of plans. Fiduciaries must observe these guidelines in all aspects of their dealings with a plan or its assets.



Standard III (C) is ________.

  1. Responsibilities of Supervisors
  2. None of these answers
  3. Duty to Employer
  4. Disclosure of Conflicts to Employer
  5. Disclosure of Additional Compensation Arrangements
  6. Obligation to Inform Employer of Code and Standards

Answer(s): D

Explanation:

Standard III (A) deals with the Obligation to Inform Employer of Code and Standards. Standard III (B) deals with the Duty to Employer. Standard III (C) deals with Disclosure of Conflicts to Employer. Standard III (D) deals with Disclosure of Additional Compensation Arrangements. Standard III (E) deals with Responsibilities of Supervisors.



Jurgens is a portfolio manager with an investment firm based in New York. One of her firm's clients has told Jurgens that he will compensate her beyond that provided by her firm on the basis of the capital appreciation of his portfolio each year. Jurgens should:

  1. Turn down the additional compensations because it will result in conflicts with the interest of other client's accounts.
  2. Turn down the additional compensation because it will create undue pressure on her to achieve strong short-term performance.
  3. Obtain permission from her employer prior to accepting the compensation arrangement.
  4. Receive permission from AIMR for the compensation arrangement.

Answer(s): C

Explanation:

This question pertains to Standard III (D), Disclosure of Additional Compensation Arrangements. If Jurgens were to be compensated, based on the account's performance, beyond that provided by her firm, such a practice is not a violation of the Standards, so long as Jurgens discloses the arrangement inwriting to her employer and obtains permission from the employer before entering the agreement. Members are not required to receive permission from AIMR for such arrangements.



Members can comply with Standard IV (A.1) by undertaking the following:

  1. Analyzing basic investment characteristics
    II. Analyzing portfolio needs of the client
    III. Establishing compliance procedures to prevent violations of Code and Standards IV. Maintaining files to support investment recommendations
  2. I, II & IV
  3. II & IV
  4. I & IV
  5. I & II
  6. II, III & IV
  7. III & IV
  8. I, II, III & IV
  9. II & III

Answer(s): A

Explanation:

Condition III applies to compliance with Standard III (E). For Standard IV (A.1), which deals with the Investment Process, members should investigate the investment's basic characteristics by looking at research reports.
Also, a member has a continuing responsibility to review a client's needs and circumstances to determine whether or not the risk exposure of the total portfolio serves the client's needs. Finally, a member must maintain research files to justify investment decisions later under scrutiny.



Standard V of the Standards of Professional Conduct deals with Relationships with and Responsibilities to ________.

  1. Supervisors
  2. Employers
  3. Employees
  4. the Investing Public
  5. None of these answers

Answer(s): D

Explanation:

Standard V of the Standards of Professional Conduct deals with Relationships with and Responsibilities to the Investing Public.



Share your comments for CFA CFA I exam with other users:

A
Aloke Paul
9/11/2023 6:53:00 AM

is this valid for chfiv9 as well... as i am reker 3rd time...

C
Calbert Francis
1/15/2024 8:19:00 PM

great exam for people taking 220-1101

A
Ayushi Baria
11/7/2023 7:44:00 AM

this is very helpfull for me

A
alma
8/25/2023 1:20:00 PM

just started preparing for the exam

C
CW
7/10/2023 6:46:00 PM

these are the type of questions i need.

N
Nobody
8/30/2023 9:54:00 PM

does this actually work? are they the exam questions and answers word for word?

S
Salah
7/23/2023 9:46:00 AM

thanks for providing these questions

R
Ritu
9/15/2023 5:55:00 AM

interesting

R
Ron
5/30/2023 8:33:00 AM

these dumps are pretty good.

S
Sowl
8/10/2023 6:22:00 PM

good questions

B
Blessious Phiri
8/15/2023 2:02:00 PM

dbua is used for upgrading oracle database

R
Richard
10/24/2023 6:12:00 AM

i am thrilled to say that i passed my amazon web services mls-c01 exam, thanks to study materials. they were comprehensive and well-structured, making my preparation efficient.

J
Janjua
5/22/2023 3:31:00 PM

please upload latest ibm ace c1000-056 dumps

M
Matt
12/30/2023 11:18:00 AM

if only explanations were provided...

R
Rasha
6/29/2023 8:23:00 PM

yes .. i need the dump if you can help me

A
Anonymous
7/25/2023 8:05:00 AM

good morning, could you please upload this exam again?

A
AJ
9/24/2023 9:32:00 AM

hi please upload sre foundation and practitioner exam questions

P
peter parker
8/10/2023 10:59:00 AM

the exam is listed as 80 questions with a pass mark of 70%, how is your 50 questions related?

B
Berihun
7/13/2023 7:29:00 AM

all questions are so important and covers all ccna modules

N
nspk
1/19/2024 12:53:00 AM

q 44. ans:- b (goto setup > order settings > select enable optional price books for orders) reference link --> https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/sfom_impl_b2b_b2b2c.pdf(decide whether you want to enable the optional price books feature. if so, select enable optional price books for orders. you can use orders in salesforce while managing price books in an external platform. if you’re using d2c commerce, you must select enable optional price books for orders.)

M
Muhammad Rawish Siddiqui
12/2/2023 5:28:00 AM

"cost of replacing data if it were lost" is also correct.

A
Anonymous
7/14/2023 3:17:00 AM

pls upload the questions

M
Mukesh
7/10/2023 4:14:00 PM

good questions

E
Elie Abou Chrouch
12/11/2023 3:38:00 AM

question 182 - correct answer is d. ethernet frame length is 64 - 1518b. length of user data containing is that frame: 46 - 1500b.

D
Damien
9/23/2023 8:37:00 AM

i need this exam pls

N
Nani
9/10/2023 12:02:00 PM

its required for me, please make it enable to access. thanks

E
ethiopia
8/2/2023 2:18:00 AM

seems good..

W
whoAreWeReally
12/19/2023 8:29:00 PM

took the test last week, i did have about 15 - 20 word for word from this site on the test. (only was able to cram 600 of the questions from this site so maybe more were there i didnt review) had 4 labs, bgp, lacp, vrf with tunnels and actually had to skip a lab due to time. lots of automation syntax questions.

V
vs
9/2/2023 12:19:00 PM

no comments

J
john adenu
11/14/2023 11:02:00 AM

nice questions bring out the best in you.

O
Osman
11/21/2023 2:27:00 PM

really helpful

E
Edward
9/13/2023 5:27:00 PM

question #50 and question #81 are exactly the same questions, azure site recovery provides________for virtual machines. the first says that it is fault tolerance is the answer and second says disater recovery. from my research, it says it should be disaster recovery. can anybody explain to me why? thank you

M
Monti
5/24/2023 11:14:00 PM

iam thankful for these exam dumps questions, i would not have passed without this exam dumps.

A
Anon
10/25/2023 10:48:00 PM

some of the answers seem to be inaccurate. q10 for example shouldnt it be an m custom column?

AI Tutor 👋 I’m here to help!