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CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Financial Planning Foundations | - Financial planning process and client relationship management - Ethics and professional standards in financial advising |
| Topic 2: Retirement Planning | - Retirement savings vehicles and planning principles |
| Topic 3: Taxation Concepts | - Tax-efficient investment strategies - Personal income tax principles |
| Topic 4: Insurance and Risk Management | - Risk mitigation strategies in financial planning - Life and health insurance fundamentals |
| Topic 5: Investment Planning | - Asset allocation and portfolio basics - Investment products and risk-return profiles |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
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. Public record information.
- B. Inquiries.
- C. Account history or trade lines.
- D. Personal identification only.
Correct Answer: C 🗳️
Explanation: Only visible for RealValidExam members. You can sign-up / login (it's free).
Gina plans to take a one-year leave of absence from her employer without pay. Gina has a TFSA invested in equity mutual funds which is currently below book value, an RRSP invested in cash, a Nova Scotia LIRA invested in GICs, and a line of credit. Assuming all have sufficient funds, which plan should Gina access to ensure she meets her goal of budget effectiveness during this time?
- A. The line of credit.
- B. The TFSA.
- C. The RRSP.
- D. The LIRA.
Correct Answer: C 🗳️
Explanation: Only visible for RealValidExam members. You can sign-up / login (it's free).
The Andersons, a young couple, meet with their financial planner to review estate-planning opportunities.
They recently had a third child and are looking for the most cost-effective strategy to put in place during their working years to increase their estate value and reduce the tax burden at death for the benefit of their children.
What should the financial planner recommend?
- A. Update beneficiary designation to the estate on their registered plans.
- B. Put in place a term survivorship life insurance policy.
- C. Set up a joint savings account with automatic monthly contributions.
- D. They should each have permanent life insurance plans in place.
Correct Answer: B 🗳️
Explanation: Only visible for RealValidExam members. You can sign-up / login (it's free).
What key question should be answered during the recommending strategies stage of the financial planning process?
- A. Are the client's goals feasible?
- B. How can the client achieve her goals?
- C. How and by whom will the planner be compensated?
- D. What are the client's needs and goals?
Correct Answer: B 🗳️
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Edward is risk averse and has limited investment knowledge. He will only purchase 100% guaranteed products insured by the CDIC. Edward is meeting with his financial planner, Marissa, for the third time this year about rates, and starts the meeting by criticizing her employer for paying such low returns on GICs.
Edward says he is considering taking his business elsewhere. How should Marissa respond to Edward's comments?
- A. Show understanding of his frustration, assure him that these are the best rates she can offer and suggest a follow up meeting once Edward has had a chance to shop around.
- B. Explain that if he can increase his risk tolerance, she can get a better rate of return for him.
- C. Offer to match any competitor rate Edward can provide in writing.
- D. Let him know that her GIC rate is the highest in the market.
Correct Answer: A 🗳️
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