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CSI AFP-Exam-1 Exam Syllabus Topics:

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

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

2. Jenny and Herman are looking for tax strategies that will help them better manage their marginal annual tax rates. Jenny is currently the primary income earner in the household. She has a large non-registered portfolio that holds only plain vanilla S & P 500 index funds. Jenny and Herman have a 14-year-old daughter, and they would also like to know what income-splitting opportunities exist. They've presented several ideas to their tax planner, Isaac, for review. Which of the following will likely result in tax attribution to Jenny?

A) Jenny gifts her portfolio to her daughter who will claim any future investment income on her tax return.
B) Jenny sells her equity security holdings to Herman at fair market value.
C) Jenny lends her portfolio to Herman at the Bank of Canada's prescribed interest rate.
D) Jenny contributes to a spousal RRSP, which Isaac converts to a spousal RRIF and begins minimum required withdrawals in the first year after funding.

3. A financial planner, Rachel, is preparing to recommend a discretionary portfolio manager to her client. The portfolio manager is owned by Rachel's former employer, and Rachel receives no referral fee. However, the former employer regularly sends new clients to Rachel's practice. What should Rachel do before making the recommendation?

A) Recommend the manager only if the client signs a risk acknowledgement form.
B) Avoid discussing the portfolio manager and let the client find one independently.
C) Proceed because no monetary referral fee is paid.
D) Disclose the relationship and the potential conflict before the client decides.

4. A planner establishes a long-term target portfolio of 65% equities and 35% fixed income based on the client's objectives and constraints, with periodic rebalancing. Which allocation approach is being used?

A) Market timing.
B) Speculative allocation.
C) Strategic asset allocation.
D) Tactical asset allocation.

5. If a deceased person was entitled to rights or things at death, what strategy should the estate representative use to enhance the net estate value after tax?

A) Include the rights or things in the deceased's final personal tax return.
B) Include the rights or things in a second personal tax return for the deceased.
C) Transfer ownership of the rights or things to the beneficiaries of the estate.
D) File for annual tax reassessments on the terminal tax return until all rights or things are paid.

Solutions: