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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. Henri and Jessica have recently moved in together and Henri has been helping Jessica with her investments.
Jessica names Henri trading authority on her TFSA. Henri calls their financial planner requesting to make Jessica's TFSA contribution for this year but first requests the overall balance in Jessica's bank accounts (TFSA, high yield savings, chequing) to know if this is possible. What action would be most appropriate for their financial planner to take?

A) Allow Henri to make the contribution from his account, but do not disclose the balance.
B) Advise Henri that Jessica should contact the financial planner directly.
C) Provide Henri with the balance since he has authority over the account.
D) Recommend they establish an enduring power of attorney over Jessica.

2. Gina plans to take a one-year leave of absence from her employer without pay. Gina has a TFSA invested in equity mutual funds which is currently below book value, an RRSP invested in cash, a Nova Scotia LIRA invested in GICs, and a line of credit. Assuming all have sufficient funds, which plan should Gina access to ensure she meets her goal of budget effectiveness during this time?

A) The TFSA.
B) The LIRA.
C) The line of credit.
D) The RRSP.

3. Sheeba is a financial planner and meeting with Ivana, a new client. She explains that part of her process is to recommend products and services, but prior to doing so, she will closely investigate the options to ensure they match up with Ivana's goals. Which professional responsibility has Sheeba demonstrated to Ivana?

A) Integrity.
B) Diligence.
C) Professionalism.
D) Objectivity.

4. In order to increase the assets in Rebecca's retirement savings, her financial planner is considering making a number of recommendations. Prior to obtaining her current employment, she withdrew funds from her RRSP under the Lifelong Learning Plan to upgrade her skills. She has four annual installments remaining on her Lifelong Learning Plan withdrawal and a small amount of savings in a TFSA. Rebecca now works as a sales associate in a small clothing store that has a group RRSP program for all employees which matches employee contributions. Which recommendation provides the best long-term impact to grow her retirement savings?

A) Enroll in her company's group RRSP program and start a monthly contribution.
B) While keeping within her risk tolerance, maximize the equity component of her RRSP and TFSA plans in order to achieve significantly better returns over time.
C) Transfer her existing TFSA savings to her RRSP and start a monthly contribution plan.
D) Repay the final four annual installments remaining on her Lifelong Learning Plan and start a monthly contribution plan to her RRSP.

5. In which life cycle stage would a financial planner identify his client to be if they have a high mortgage balance and an unstable or lower income, and are willing to take on investment risk because of their longer time horizon?

A) Financial independence.
B) Consolidation.
C) Gifting.
D) Accumulation.

Solutions: