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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. A client completed a financial plan two years ago. Since then, she has divorced, changed jobs, and purchased a new home. What is the planner's most appropriate recommendation?

A) Wait until the original five-year review date.
B) Update the file only if the client requests new products.
C) Review only the investment portfolio because the plan already exists.
D) Conduct a comprehensive review of goals, cash flow, insurance, tax, retirement, and estate planning.

2. A client's portfolio target is 50% equities and 50% fixed income. After a strong equity market, the portfolio is now 68% equities. The client's circumstances and objectives have not changed. What should the planner recommend?

A) Increase equities because recent performance confirms the trend.
B) Stop reviewing the portfolio until retirement.
C) Move all investments to cash.
D) Rebalance toward the target allocation.

3. Miles tells Rasheed, his financial planner, that he would like to assign the growth assets in his portfolio to his children. Rasheed recommends Miles freeze his estate. What is the primary risk associated with an estate freeze?

A) Once the estate freeze is in place, no future growth of the assets can occur.
B) The preferred shares taken back by the taxpayer may provide inadequate Income because of inflation.
C) Once the children hold the common shares, they can vote to withhold payment of the preferred dividend.
D) It is easy to unwind an estate freeze, but the amount of income paid to the taxpayer will be inconsistent from year to year.

4. Ali wishes to retire in five years. His financial planner calculates that he needs to save an additional $40,000 to meet his retirement income objectives. What would Ali's financial planner advise him to do in order to meet his retirement income objectives?

A) Take out a mortgage to invest and fund some of the retirement income shortage.
B) Purchase a whole-life insurance and invest within the policy.
C) Invest more in equity market to achieve a higher return.
D) Reduce current expenses.

5. Leena and Harry are married and hold RRSPs with a value exceeding $500,000. They are concerned about their final tax liability and want to cover the taxes after they have both died. What would their financial planner recommend them to implement in order for the couple to achieve the objective?

A) Set up a testamentary trust through their wills.
B) Update the beneficiary of the RRSP plans to each other.
C) Transfer the funds into an inter vivos trust.
D) Purchase a joint last-to-die permanent life insurance policy.

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