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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. Keitaro, age 42, and Ruth, age 52, are married and have two children - Maximo, age 20, and Hannah, age 16, both from Keitaro's previous marriage. In the event Keitaro dies, he would like to minimize taxes, provide for Ruth for the remainder of her life, and then after her death leave the residual to his children. What estate planning strategy should his financial planner recommend to help Keitaro achieve his goal?

A) Transfer his assets to a testamentary spousal trust through a will and name his children as capital beneficiaries.
B) Transfer his assets to an inter vivos spousal trust through a will and name his children as capital beneficiaries.
C) Transfer his assets to a testamentary spousal trust through a will and name his children as income and capital beneficiaries.
D) Transfer his assets to an inter vivos spousal trust through a will and name his children as income and capital beneficiaries.

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

3. A retiree holds most of her investments in interest-bearing GICs inside a non-registered account while her TFSA is invested in cash. She has unused TFSA room and wants to improve after-tax efficiency without increasing total portfolio risk materially. What should the planner consider?

A) Withdrawing RRIF minimums and gifting them immediately.
B) Borrowing to invest in the non-registered account.
C) Moving all assets into speculative equities.
D) Holding more interest-bearing assets inside the TFSA.

4. 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 group RESP and start contributions
B) Establish individual RESP for his children
C) Establish a family RESP and start contributions
D) Set up an education purpose trust account for both beneficiaries with a lump-sum investment

5. During the discovery process, Greyson and Jacob's financial planner identifies that the couple wants to protect their family from unexpected health events and premature death. Their financial planner coordinates a meeting with an insurance agent for the next steps. What should the insurance agent recommend?

A) Purchase a permanent life insurance policy.
B) Complete a capital needs analysis.
C) Purchase a life policy with accidental insurance coverage.
D) Apply for critical illness insurance.

Solutions: