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

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

2. 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.

3. 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) Withdrawing RRIF minimums and gifting them immediately.
B) Holding more interest-bearing assets inside the TFSA.
C) Moving all assets into speculative equities.
D) Borrowing to invest in the non-registered account.

4. A married couple has a $480,000 mortgage with 15 years remaining. They want the mortgage retired if either spouse dies during that period. What insurance structure best fits this objective?

A) Joint 15-year term first-to-die policy.
B) Joint permanent last-to-die policy.
C) Individual annuities for both spouses.
D) Joint 15-year term last-to-die policy.

5. In 2019, Glenda, age 46, visited her financial planner to discuss her goal of retiring at the age of 65. Glenda had questions about whether she qualified for the maximum amount of CPP and OAS benefits as she had immigrated to Canada just 10 years earlier to take a job as a nuclear technician. What should her financial planner have told her?

A) Glenda would receive the max CPP and OAS benefits at age 65.
B) Glenda would receive partial CPP and partial OAS benefits at age 65.
C) Glenda would receive the max CPP and partial OAS benefits at age 65.
D) Glenda would receive partial CPP and no OAS benefits at age 65.

Solutions: