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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. A financial planner is invited to serve as a paid director of a private corporation owned by one of her clients.
The client also wants the planner to continue providing personal financial planning advice. What should the planner do before accepting the directorship?

A) Accept because board compensation is separate from planning compensation.
B) Disclose the proposed outside activity and obtain required approval from her firm.
C) Accept only if the client verbally confirms there is no conflict.
D) Transfer the client to another planner without documenting the reason.

2. 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) By the end of the year he turns 71.
C) Only after all RRSP assets are withdrawn in cash.
D) On the day he turns 65.

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

4. A business owner completes an estate freeze, taking back preferred shares with a fixed redemption value while children receive common shares. What is a primary risk of this strategy for the owner?

A) The children can never benefit from future growth.
B) No future growth can occur in the corporation.
C) The owner's retained preferred shares may not provide adequate income or inflation protection.
D) The freeze automatically eliminates all tax at death.

5. In order to increase the assets in Rebecca's retirement savings, her financial planner is considering making a number of recommendations. Prior to obtaining her current employment, she withdrew funds from her RRSP under the Lifelong Learning Plan to upgrade her skills. She has four annual installments remaining on her Lifelong Learning Plan withdrawal and a small amount of savings in a TFSA. Rebecca now works as a sales associate in a small clothing store that has a group RRSP program for all employees which matches employee contributions. Which recommendation provides the best long-term impact to grow her retirement savings?

A) Transfer her existing TFSA savings to her RRSP and start a monthly contribution plan.
B) Enroll in her company's group RRSP program and start a monthly contribution.
C) Repay the final four annual installments remaining on her Lifelong Learning Plan and start a monthly contribution plan to her RRSP.
D) While keeping within her risk tolerance, maximize the equity component of her RRSP and TFSA plans in order to achieve significantly better returns over time.

Solutions: