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CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Taxation Concepts | - Tax-efficient investment strategies - Personal income tax principles |
| Topic 2: Insurance and Risk Management | - Life and health insurance fundamentals - Risk mitigation strategies in financial planning |
| Topic 3: Investment Planning | - Asset allocation and portfolio basics - Investment products and risk-return profiles |
| Topic 4: Financial Planning Foundations | - Ethics and professional standards in financial advising - Financial planning process and client relationship management |
| Topic 5: Retirement Planning | - Retirement savings vehicles and planning principles |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
What financial information would Deandra a financial planner, analyze in order to increase her client's net worth by decreasing expenses?
- A. Budget
- B. Current cash flow statement
- C. Expense report
- D. Net worth statement
Correct Answer: A 🗳️
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Francois and Brigitte are meeting with their financial planner, Robin. They would like to ensure that if one of them were to die suddenly that their mortgage would be paid in full. Their current mortgage has an outstanding balance of $400,000 with 10 years remaining. The couple are in good health and have a well- balanced financial plan that focuses on debt reduction and savings. Which type of insurance policy should Robin recommend to assist the couple in meeting their objective?
- A. Joint whole life first-to-die policy.
- B. Joint 10-year term first-to-die policy.
- C. Joint 10-year term last-to-die policy.
- D. Joint whole life last-to-die policy.
Correct Answer: B 🗳️
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Lex's client, Phillip, has signed an agreement to purchase his uncle's business when his uncle retires in five years for $210,000. Phillip has $175,000 today, how should Lex recommend Philip invest his money?
- A. Phillip should purchase a 5-year bond with a rate of 3.75%.
- B. Phillip should purchase a 5-year 3.50% annual GIC.
- C. Phillip should deposit the funds into a savings account which is currently paying 3.00% per year.
- D. Phillip should purchase an equity mutual fund which has had an average return of 6.00% a year for the past five years.
Correct Answer: A 🗳️
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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. Update the beneficiary of the RRSP plans to each other.
- B. Transfer the funds into an inter vivos trust.
- C. Set up a testamentary trust through their wills.
- D. Purchase a joint last-to-die permanent life insurance policy.
Correct Answer: D 🗳️
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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. Moving all assets into speculative equities.
- B. Withdrawing RRIF minimums and gifting them immediately.
- C. Holding more interest-bearing assets inside the TFS
- D. Borrowing to invest in the non-registered account.
Correct Answer: C 🗳️
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