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CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Asset and Liability Management | 11% | - Personal Balance Sheet Analysis - Cash Flow Management - Debt Management - Budgeting |
| Investment Planning | 17% | - Investment Products - Portfolio Construction - Investment Theory - Asset Allocation |
| Risk Management and Insurance | 12% | - Risk Transfer Strategies - Disability and Health Insurance - Risk Assessment - Life Insurance |
| Retirement Planning | 17% | - Pension Plans - Retirement Income Strategies - Retirement Needs Analysis - Registered Retirement Savings Plans |
| Professional Conduct and Regulatory Compliance | 10% | - Ethics and Professional Standards - Compliance Responsibilities - Regulatory Requirements |
| Tax Planning | 14% | - Registered Plans - Tax-Efficient Strategies - Income Tax Fundamentals - Tax Deductions and Credits |
| Client Relationship and Practice Management | 6% | - Practice Management - Communication and Advisory Process - Client Discovery |
| Estate Planning | 13% | - Powers of Attorney - Trust and Beneficiary Planning - Wills - Estate Transfer Strategies |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
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. File for annual tax reassessments on the terminal tax return until all rights or things are paid.
- C. Transfer ownership of the rights or things to the beneficiaries of the estate.
- D. Include the rights or things in a second personal tax return for the deceased.
Correct Answer: D 🗳️
Explanation: Only visible for PracticeVCE members. You can sign-up / login (it's free).
Owen and Lina are looking to purchase a home in the next few months. Owen is the primary income earner for the family. His credit history is weak with several recently paid collections Lina has a perfect credit record but limited income and irregular employment. What will their financial planner advise them about the impact their credit ratings will have on their ability to secure a mortgage?
- A. Lina's low income will prevent them from qualifying
- B. Lina's strong credit rating will make up for Owen's credit history
- C. Since Owen's collections are paid, they would be able to qualify
- D. The primary income earner must have a minimum credit score to qualify
Correct Answer: D 🗳️
Explanation: Only visible for PracticeVCE members. You can sign-up / login (it's free).
Janet's non-registered account holds the funds listed in the following table:
Assuming a marginal tax rate of 45%, what amount of tax payable will Janet incur if she redeems the account to fund the purchase of a new business?
- A. $5,625.
- B. $6,750.
- C. $4,500.
- D. $9,000.
Correct Answer: C 🗳️
Explanation: Only visible for PracticeVCE members. You can sign-up / login (it's free).
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. Remind Jonathan about the risks associated with investing, as well as the possible volatility and impact on investment returns.
- B. Offer alternative investment options in line with Jonathan's risk tolerance.
- C. Remind Jonathan that investing is a long-term process and losses will likely be recovered.
- D. Revisit Jonathan's goals, objectives and risk tolerance with him.
Correct Answer: D 🗳️
Explanation: Only visible for PracticeVCE members. You can sign-up / login (it's free).
A financial planner recently started her new role at the bank and decided to create a checklist when meeting with prospects. She wanted to include one item on the checklist that would allow her to understand her clients' tolerance for risk. What information should she add, that will help her achieve this objective?
- A. Previous financial plan.
- B. Tax returns.
- C. Life insurance policy.
- D. Qualitative questionnaire.
Correct Answer: D 🗳️
Explanation: Only visible for PracticeVCE members. You can sign-up / login (it's free).
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