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CSI AFP-Exam-1 Exam Syllabus Topics:

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

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

2. Carla, a financial planner, is meeting with a long-standing client, Jonathan. Jonathan informs Carla that he is upset and disappointed with the negative returns experienced with his investment portfolio. After acknowledging Jonathan's concerns, what should Carla's first step be in addressing his complaint?

A) Revisit Jonathan's goals, objectives and risk tolerance with him.
B) Remind Jonathan that investing is a long-term process and losses will likely be recovered.
C) Remind Jonathan about the risks associated with investing, as well as the possible volatility and impact on investment returns.
D) Offer alternative investment options in line with Jonathan's risk tolerance.

3. Sunil and Shashi are married and both age 45. Each is the personal care Power of Attorney (POA) for the other. They have no children. Shashi would like to revise the personal care POA to ensure that it reflects her medical wishes. How should their financial planner advise Shashi to help her achieve her goal?

A) Appoint someone other than Sunil as her POA for personal care.
B) Utilize a living will.
C) Appoint an alternate POA for personal care.
D) Utilize her last will and testament.

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

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

Solutions: