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CSI AFP-Exam-1 Exam Syllabus Topics:

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

Question 1

Harley is a novice investor who has just set up his first FHSA. He has a high-risk tolerance to market volatility and his primary investment objective is growth. He would like to invest $10,000 and will use the funds as part of the first-time home buyers plan within the next year. What investment should Harley purchase within this FHSA?

A. A high interest savings account.
B. An income-focused mutual fund.
C. A one year locked-in GIC.
D. An equity focused mutual fund.

Question 2

What financial information would Deandra a financial planner, analyze in order to increase her client's net worth by decreasing expenses?

A. Net worth statement
B. Budget
C. Current cash flow statement
D. Expense report

Question 3

Mary, an accredited financial planner, recently met with clients Michael and Radha. They are high- net-worth clients who are in their mid-40s. Michael is a heavy equipment operator at a local oil field, and Radha is a homemaker. They are ready to retire in 10 years and very excited to start planning for the next chapter in their lives. Mary explained her planning process, her accreditation, and her remuneration. When Mary presented the client agreement letter, both clients were surprised. They said they did not know why they would sign a letter to get advice on their own finances. How should Mary answer their question?

A. The client agreement letter sets expectation for the partnership between, the client, the financial planner and their partners.
B. The client agreement outlines the specific financial planning strategies that will be implemented to help both Michael and Radha achieve their financial goals.
C. The client agreement letter outlines the overall investment strategy that is being recommended by Mary to Michael and Radha.
D. The client agreement letter is a non-legally binding contract that outlines the business relationship between the clients and the financial institution.

Question 4

Sarah Jones is an incorporated owner of a successful manufacturing company. She currently has a large month to month cash flow surplus. This is expected to continue until she retires in seven years. Her personal mortgage is up for renewal. She needs to borrow $50,000 so that she can replace a piece of equipment that is needed in the manufacturing process. She would like a solution that results in paying the lowest interest cost over the life of the loan. Which loan product should the financial planner recommend to Sarah? Assume monthly compounding for all products and no pre-payment options.

A. Secured corporate loan with an interest rate of 5.25% and a 5-year amortization period.
B. Refinanced personal mortgage with an interest rate of 1.35% and a 25-year amortization period.
C. Corporate mortgage with an interest rate of 2.25% and a 25-year amortization period.
D. Home equity line of credit with an interest rate of 3.75% and a 7-year interest-only payment with an end-of-term balloon payment.

Question 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. File for annual tax reassessments on the terminal tax return until all rights or things are paid.
D. Transfer ownership of the rights or things to the beneficiaries of the estate.

Solutions: