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CSI AFP-Exam-1 Exam Syllabus Topics:

CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:

Question 1

Suzy, age 45, is meeting with a financial planner as she has recently inherited $1.25 million from her late aunt. Suzy has poor spending habits and would like to review options that would safeguard and help her receive stable cash flows. She does not have a lot of experience investing and would like to avoid making day- to-day investment decisions. Which type of investment account is most appropriate for Suzy?

A. Straight life annuity.
B. Separately managed.
C. Discretionary fee-based.
D. Multi-mandate managed.

Question 2

Camila's firm recently issued their client, Shawn, an investment management fee summary on his non- registered investment portfolio for $5,000 in carrying charges. Shawn's federal tax rate is 29% and his provincial tax rate is 15%. What will be Shawn's tax savings on this investment management fee?

A. $2,200.
B. $0.
C. $750.
D. $1,450.

Question 3

A client says, "I want to retire comfortably as soon as possible." Which response best reflects the financial planning process?

A. Translate the statement into measurable goals, assumptions, and time frames.
B. Ignore the statement until the client reaches age 60.
C. Ask the client to select a retirement mutual fund.
D. Recommend a higher-return portfolio immediately.

Question 4

Mary, an accredited financial planner, recently met with clients Michael and Radha. They are high- net-worth clients who are in their mid-40s. Michael is a heavy equipment operator at a local oil field, and Radha is a homemaker. They are ready to retire in 10 years and very excited to start planning for the next chapter in their lives. Mary explained her planning process, her accreditation, and her remuneration. When Mary presented the client agreement letter, both clients were surprised. They said they did not know why they would sign a letter to get advice on their own finances. How should Mary answer their question?

A. The client agreement letter sets expectation for the partnership between, the client, the financial planner and their partners.
B. The client agreement letter is a non-legally binding contract that outlines the business relationship between the clients and the financial institution.
C. The client agreement letter outlines the overall investment strategy that is being recommended by Mary to Michael and Radha.
D. The client agreement outlines the specific financial planning strategies that will be implemented to help both Michael and Radha achieve their financial goals.

Question 5

A client asks when his RRSP must generally be converted to a retirement income vehicle. What should the planner explain?

A. Only when he stops working.
B. On the day he turns 65.
C. Only after all RRSP assets are withdrawn in cash.
D. By the end of the year he turns 71.

Solutions: