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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. Wendy, age 60, has a holding company whose sole asset is a commercial property. The property appreciated considerably in value over the last 10 years, and she expects the property value will continue to grow. Wendy is concerned about the tax implications this may have when she dies and leaves the property to her children.
What strategy should Wendy's financial planner recommend to her?

A) Gift common shares to her children and retain majority ownership.
B) Transfer the common shares of the company into joint name with her children.
C) Sell the property to her children below market value.
D) Conduct an estate freeze.

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

3. In 2019, Glenda, age 46, visited her financial planner to discuss her goal of retiring at the age of 65. Glenda had questions about whether she qualified for the maximum amount of CPP and OAS benefits as she had immigrated to Canada just 10 years earlier to take a job as a nuclear technician. What should her financial planner have told her?

A) Glenda would receive the max CPP and OAS benefits at age 65.
B) Glenda would receive partial CPP and partial OAS benefits at age 65.
C) Glenda would receive the max CPP and partial OAS benefits at age 65.
D) Glenda would receive partial CPP and no OAS benefits at age 65.

4. At the first meeting, a financial planner explains her services, compensation, responsibilities, limitations, confidentiality practices, and what information the client must provide. Which document should normally capture these matters?

A) Retirement income projection.
B) Client agreement letter.
C) Fund facts document.
D) Trade confirmation.

5. Bill is reviewing his credit bureau after being declined for a loan. He believes a loan that does not belong to him is appearing on the report. Which section should he review most closely?

A) Personal identification only.
B) Inquiries.
C) Public record information.
D) Account history or trade lines.

Solutions: