CSI Applied Financial Planning Certification Exam 1 (AFP) - AFP-Exam-1 certification

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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. A client says, "I want to retire comfortably as soon as possible." Which response best reflects the financial planning process?

A) Ask the client to select a retirement mutual fund.
B) Recommend a higher-return portfolio immediately.
C) Ignore the statement until the client reaches age 60.
D) Translate the statement into measurable goals, assumptions, and time frames.

2. Rosa has just learned that her daughter Marissa, age 23, does not intend to return to university. She has been saving for her daughter's education since Marissa was 10 and is concerned there will be a significant tax liability. How should Rosa's financial planner advise her to utilize the funds when she redeems the RESP in order to offset the tax liability?

A) Deposit the full balance into her own RRSP.
B) Deposit the full balance into her daughter's RRSP.
C) Deposit the growth into her daughter's RRSP.
D) Deposit the growth into her own RRSP.

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

4. Interest rates are expected to rise sharply. Which fixed-income security would normally have the highest price sensitivity to that change, all else equal?

A) Twenty-year zero-coupon bond.
B) Six-month treasury bill.
C) Floating-rate note.
D) High-interest savings account.

5. A client realizes a $16,000 capital loss on one non-registered investment and a $28,000 capital gain on another non-registered investment in the same year. How should the loss be treated?

A) It is applied against capital gains to reduce the net capital gain.
B) It is deducted directly against employment income.
C) It is ignored because losses have no tax value.
D) It becomes a refundable tax credit.

Solutions: