Exam Name: Applied Financial Planning Certification Exam 1 (AFP)
Certification Provider: CSI
Corresponding Certification: Canadian Securities Course
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Instant Download CSI : AFP-Exam-1 Questions & Answers as PDF & Test Engine
Updated: Sep 21, 2026
No. of Questions: 120 Questions & Answers with Testing Engine
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- Total Questions: 120
- Updated on: Sep 21, 2026
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- Total Questions: 120
- Updated on: Sep 21, 2026
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AFP-Exam-1 PDF Practice Q&A's
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- Total Questions: 120
- Updated on: Sep 21, 2026
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Watch the PassLeader website — discounts are offered at intervals throughout 2026. Whenever you buy, the CSI Applied Financial Planning Certification Exam 1 (AFP) package contains the same 120 practice questions with 365 days of free updates included.
CSI AFP-Exam-1 Exam Overview:
| Certification Vendor: | Canadian Securities Institute (CSI) |
|---|---|
| Exam Name: | Applied Financial Planning Certification Exam 1 (AFP) |
| Exam Number: | AFP-Exam-1 |
| Real Exam Qty: | 105 |
| Exam Duration: | 180 minutes |
| Exam Price: | USD 550 |
| Available Languages: | English |
| Exam Format: | Computer-Based Examination, Multiple Choice |
| Related Certifications: | Personal Financial Planner (PFP®) |
| Certificate Validity Period: | Used toward PFP® certification requirements; ongoing designation maintenance requirements apply after certification |
| Passing Score: | 60% |
| Sample Questions: | DOWNLOAD DEMO |
| Exam Way: | Computer-based examination administered through CSI-authorized testing arrangements; AFP Exam 1 is a multiple-choice examination. |
| Pre Condition: | Candidates must complete a CSI-approved education pathway and meet AFP examination eligibility requirements before enrolment. |
| Official Syllabus URL: | https://www.csi.ca/en/learning/courses/afp |
CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Client Relationship and Practice Management | 6% | - Client Discovery - Communication and Advisory Process - Practice Management |
| Professional Conduct and Regulatory Compliance | 10% | - Ethics and Professional Standards - Regulatory Requirements - Compliance Responsibilities |
| Estate Planning | 13% | - Trust and Beneficiary Planning - Wills - Powers of Attorney - Estate Transfer Strategies |
| Retirement Planning | 17% | - Retirement Needs Analysis - Pension Plans - Registered Retirement Savings Plans - Retirement Income Strategies |
| Risk Management and Insurance | 12% | - Risk Assessment - Risk Transfer Strategies - Life Insurance - Disability and Health Insurance |
| Asset and Liability Management | 11% | - Debt Management - Personal Balance Sheet Analysis - Budgeting - Cash Flow Management |
| Tax Planning | 14% | - Tax-Efficient Strategies - Tax Deductions and Credits - Income Tax Fundamentals - Registered Plans |
| Investment Planning | 17% | - Investment Products - Portfolio Construction - Asset Allocation - Investment Theory |
AFP-Exam-1 Exam: Everything Before You Buy
The AFP-Exam-1 exam is a CSI certification exam validating the CSI Applied Financial Planning Certification Exam 1 (AFP) syllabus shown above. It belongs to these credential paths: Personal Financial Planner (PFP®). Candidates in 2026 prepare for it with PassLeader's 120 practice questions, available as a printable PDF, a Windows Desktop Test Engine, and an Online Test Engine — three versions of the same materials.
Computer-based examination administered through CSI-authorized testing arrangements; AFP Exam 1 is a multiple-choice examination. Register for the CSI Applied Financial Planning Certification Exam 1 (AFP) exam through these official channels:
After booking, PassLeader delivers your practice questions within 1 minute — preparation starts the same day.
Three versions of the same study materials: a printable, expert-prepared PDF with free demo download and instant access; a Desktop Test Engine for Windows that simulates the real exam with two practice modes and works offline; and an Online Test Engine for any browser on Windows, Mac, Android, and iOS with test history and performance review. All 120 practice questions are identical across versions. Every purchase includes 365 days of free updates, a 50% renewal discount afterward, and unlimited computer installations — and the website runs discounts at intervals, so timing your purchase can save a little more.
The CSI Applied Financial Planning Certification Exam 1 (AFP) exam contains 105 to complete within 180 minutes. Timed simulation in the PassLeader Desktop Test Engine teaches that rhythm before exam day does.
The official CSI Applied Financial Planning Certification Exam 1 (AFP) outline defines 8 domains. The leading three are Risk Management and Insurance (12%), Investment Planning (17%), and Tax Planning (14%). The full list is in the topics section above, and PassLeader's 120 practice questions cover each one.
CSI recommends these training resources for the CSI Applied Financial Planning Certification Exam 1 (AFP) exam:
Follow the training with steady self-testing — the 120 practice questions from PassLeader help you apply theory and fill any gaps the training leaves.
Candidates must complete a CSI-approved education pathway and meet AFP examination eligibility requirements before enrolment. Since requirements change over time, confirm the latest on the official CSI exam page before scheduling.
PassLeader issues a full refund if you take the CSI Applied Financial Planning Certification Exam 1 (AFP) exam within 60 days of purchase and do not pass. The policy does not apply if the exam is taken within 3 days of purchase, if the exam was never actually taken, or to free materials or expired orders, and the candidate name must match the payer name. Submit a scan of your enrollment slip and the official Score Report PDF within 2 days of the exam; claims are processed within 7 days. Alternatively, exchange for two free exam products of equal value and keep your original update service. Orders arrive by email within 1 minute — contact support if nothing arrives within 2 hours.
The CSI Applied Financial Planning Certification Exam 1 (AFP) exam requires 60% to pass, and registration costs USD 550. A failed attempt means paying the same fee again — a readiness check with the PassLeader engines before booking is the cheaper option.
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
What information is least important for Harry as a financial planner in his assessment for insurance coverage for his client with respect to estate planning purposes?
- A. Age.
- B. FMV of non-principal residence.
- C. Income.
- D. Work location.
Correct Answer: D 🗳️
Explanation: Only visible for PassLeader members. You can sign-up / login (it's free).
What key question should be answered during the recommending strategies stage of the financial planning process?
- A. How and by whom will the planner be compensated?
- B. How can the client achieve her goals?
- C. What are the client's needs and goals?
- D. Are the client's goals feasible?
Correct Answer: B 🗳️
Explanation: Only visible for PassLeader members. You can sign-up / login (it's free).
Alexander and Irena, age 30 and 32 respectively, are married and have been working full-time for one year.
They have a daughter, age 3, and are expecting their second child. They recently bought a home with a mortgage balance of $390,000 at 4% amortized over 25 years. Their financial planner is trying to determine their tolerance for risk. After completing the life-cycle analysis, how can their financial planner explain the stage in which the couple finds themselves and the risk tolerance associated with it?
- A. They are at the financial independence stage where their tolerance of risk is low.
- B. They are at the consolidation stage where they can tolerate moderate to high level of risk.
- C. They are at the gifting stage where their tolerance of risk is low.
- D. They are at the accumulation stage where they can tolerate a high level of risk.
Correct Answer: D 🗳️
Explanation: Only visible for PassLeader members. You can sign-up / login (it's free).
Ivan has been relocated to a new office by his employer and is considering moving to a home closer to his new workplace. What is the minimum distance Ivan will have to move in order to qualify for the work-related moving expenses income tax deduction?
- A. 15 kilometers.
- B. 40 kilometers.
- C. 25 kilometers.
- D. 60 kilometers.
Correct Answer: B 🗳️
Explanation: Only visible for PassLeader members. You can sign-up / login (it's free).
A client wants to state her wishes about medical treatment if she becomes incapable of communicating.
Which document is most directly relevant?
- A. Trade authorization form.
- B. Living will or personal care directive.
- C. Net worth statement.
- D. Investment policy statement.
Correct Answer: B 🗳️
Explanation: Only visible for PassLeader members. You can sign-up / login (it's free).
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