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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. Rob, age 42, is married with three children in elementary school. He works as an operations supervisor at a small manufacturing company, earning $70,000 annually. Rob asks his financial planner, Wendy, to liquidate his GIC investments worth $55,000 in order to use the sale proceeds to purchase a gold stock referred to him by his friend who expects the stock to appreciate significantly. Rob has not purchased stock before. What should be Wendy's reaction to Rob's query?

A) Review Rob's risk tolerance, time horizon, and objectives.
B) Delay placing the order, advise Rob to take some time to reconsider.
C) Refrain from questioning Rob's judgment because the order is unsolicited.
D) Refuse the order and tell Rob to manage his own investments.

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

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

4. Bruna is a senior financial planner. At 4 p.m. on Friday afternoon (an hour before closing), her manager asks her to complete the following:
Fix a mutual fund trade that was entered incorrectly by a junior financial planner.
Call her client to advise him that his account is overdrawn, and the bank will refuse recent payments unless he credits the account before 5 p.m.
Bruna determines she can only complete one of the two tasks before the end of the business day. How should Bruna address her supervisor's request?

A) Stay after hours until she completes both tasks.
B) Bruna should prioritize the client with the overdrawn account since he is one of her clients. She should then reverse the incorrect trade the following business day.
C) Bruna should let the client's payments bounce since the client is unable to manage his cash flow and Bruna should prioritize correcting the trade.
D) Ask the manager which of the two problems should be prioritized. Then ask the manager to delegate the other task to a colleague.

5. Edward's client is updating his will and is concerned what will happen to his and his wife's estates should they die within a short time of each other. Which clause in the will should Edward recommend the couple discuss with their lawyer?

A) Survivorship.
B) Successor.
C) Conversion.
D) Life interest.

Solutions: