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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. Justis, age 62, and his wife Jen, age 58, are meeting with their financial planner, Luke. They are both planning to retire by age 65. Their goals are to minimize debt and reduce taxes. The couple's financial situation is outlined below.

Justis' annual income is $25,000. He has a $15,000 RRSP, $30,000 single non-registered account and a
$25,000 TFSA. Jen's annual income is $60,000, and she has a $150,000 RRSP, $50,000 single non-registered account and a $20,000 TFSA.
Jen's marginal tax rate is 35%, and Justis' is 25%. Assuming all investments are making interest income of
10%, what would be the most appropriate strategy for Luke to recommend for the couple?

A) Use Jen's non-registered funds to pay all liabilities.
B) Use Justis's non-registered funds to pay off all liabilities.
C) Use Justis's RRSP to pay off all liabilities.
D) Use Jen's RRSP to pay all liabilities.

2. Sheeba is a financial planner and meeting with Ivana, a new client. She explains that part of her process is to recommend products and services, but prior to doing so, she will closely investigate the options to ensure they match up with Ivana's goals. Which professional responsibility has Sheeba demonstrated to Ivana?

A) Diligence.
B) Objectivity.
C) Integrity.
D) Professionalism.

3. James is visiting Gurjeet, his financial planner, to discuss his financial affairs after the recent passing of his long-time partner Peter. James is concerned that the cost of probate will be a heavy burden. Which holdings should Gurjeet advise James are included in calculating the cost of probate?

A) Insurance contracts with a preferred beneficiary designated.
B) Registered plans with an adult child designated as the beneficiary.
C) Assets held joint tenants in common.
D) Assets held in a formal, irrevocable trust account.

4. Tom has two children from a previous marriage. He has been paying $1,000 per month for spousal support and $1,500 per month for child support to his ex-wife. Recently, his ex-wife was awarded increased child support payments from Tom to cover unanticipated university expenses for one of the children. What should Tom's financial planner advise him about how this increased monthly payment may impact his finances?

A) The increased amount Tom pays in child support will result in a larger tax credit at the end of the year.
B) Net cash flow will be reduced equal to the amount of the extra child support payments, less the tax deduction.
C) Net cash flow will be reduced equal to the full amount of the extra child support payments.
D) The tuition tax credit for his child's post-secondary education will be applied towards Tom's taxes.

5. Demario, age 28, has just started his own law firm. He met with his financial planner, Ivy, and she told him that he needs insurance, but Ivy did not specify which type. Demario is single and owns his own home. At this point in his career, his greatest asset is his human capital. Which type of insurance should Ivy have specified to purchase in order for Demario to best protect this asset?

A) Disability.
B) Term Life.
C) Extended health care.
D) Critical Illness.

Solutions: