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CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Technical Competencies | 84% | - Tax Planning - Retirement Planning - Risk Management and Insurance - Investment Planning - Estate Planning - Asset and Liability Management |
| Enabling Competencies | 16% | - Professional Conduct and Regulatory Compliance - Client Relationship and Practice Management |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
1. 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) Reduce current expenses.
B) Invest more in equity market to achieve a higher return.
C) Take out a mortgage to invest and fund some of the retirement income shortage.
D) Purchase a whole-life insurance and invest within the policy.
2. Samantha is meeting with a financial planner for the first time, seeking help with both investing and debt management. She's finding it hard to get ahead because she recently graduated with student debt, started a new career in her field, and is adding credit card debt each month. What recommendation should the financial planner propose?
A) Samantha should eliminate her credit card and use her debit card for purchases.
B) Samantha should prioritize reducing her student loan debt.
C) Samantha should review her budget.
D) Samantha should set up automatic RRSP payroll deductions.
3. Ivan has been relocated to a new office by his employer and is considering moving to a home closer to his new workplace. What is the minimum distance Ivan will have to move in order to qualify for the work-related moving expenses income tax deduction?
A) 60 kilometers.
B) 25 kilometers.
C) 15 kilometers.
D) 40 kilometers.
4. 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) Purchase a joint last-to-die permanent life insurance policy.
B) Update the beneficiary of the RRSP plans to each other.
C) Set up a testamentary trust through their wills.
D) Transfer the funds into an inter vivos trust.
5. Robert is meeting with his wealth advisor to review options to put a plan in place to save for his children's education. He has a daughter, age seven, and a disabled son, age four Robert would like to maximize his savings towards this goal, ensure the strategy is tax efficient and utilize available grants. Which option is most appropriate for Robert's plan?
A) Establish a family RESP and start contributions
B) Establish a group RESP and start contributions
C) Set up an education purpose trust account for both beneficiaries with a lump-sum investment
D) Establish individual RESP for his children
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: C | Question # 3 Answer: D | Question # 4 Answer: A | Question # 5 Answer: A |
