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

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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. Todd, a financial planner, is meeting with Vanessa, a new client, to review her investment goals and objectives. During the meeting, Vanessa states that she believes the markets are very efficient and should reflect all available information in the price of securities. She is looking for an investment option that will reflect a similar level of risk and return characteristics as the Canadian market. What investment option should Todd recommend with Vanessa that would reflect her opinions?

A) Canadian neutral balanced fund.
B) Canadian hedge fund.
C) Canadian exchange-traded fund.
D) Canadian value mutual fund.

2. Alexander and Irena, age 30 and 32 respectively, are married and have been working full-time for one year.
They have a daughter, age 3, and are expecting their second child. They recently bought a home with a mortgage balance of $390,000 at 4% amortized over 25 years. Their financial planner is trying to determine their tolerance for risk. After completing the life-cycle analysis, how can their financial planner explain the stage in which the couple finds themselves and the risk tolerance associated with it?

A) They are at the accumulation stage where they can tolerate a high level of risk.
B) They are at the gifting stage where their tolerance of risk is low.
C) They are at the consolidation stage where they can tolerate moderate to high level of risk.
D) They are at the financial independence stage where their tolerance of risk is low.

3. 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 set up automatic RRSP payroll deductions.
C) Samantha should review her budget.
D) Samantha should prioritize reducing her student loan debt.

4. Jonathan owns a medium size consulting firm and earns an average annual income of $150,000. He is reviewing his retirement plan with his financial planner. Jonathan asked his planner about retirement compensation arrangement and how this may benefit him. What should his financial planner tell him?

A) It results in a pension adjustment and withdrawals are tax-exempt for the recipient.
B) It is exempt from regulatory limits and withdrawals are tax-exempt for the executive.
C) It leaves RRSP contribution room unaffected and is exempt from regulatory limits.
D) It reduces RRSP contribution room but is exempt from regulatory limits.

5. A client wants a policy that pays a lump sum if she is diagnosed with a covered serious illness and survives the required waiting period. Which product matches this need?

A) Critical illness insurance.
B) Disability insurance.
C) Accidental death insurance.
D) Long-term care insurance.

Solutions: