Exam Name: Applied Financial Planning Certification Exam 1 (AFP)
Certification Provider: CSI
Corresponding Certification: Canadian Securities Course
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CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Financial Planning Foundations | - Ethics and professional standards in financial advising - Financial planning process and client relationship management |
| Investment Planning | - Investment products and risk-return profiles - Asset allocation and portfolio basics |
| Retirement Planning | - Retirement savings vehicles and planning principles |
| Taxation Concepts | - Tax-efficient investment strategies - Personal income tax principles |
| Insurance and Risk Management | - Risk mitigation strategies in financial planning - Life and health insurance fundamentals |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
Leena and Harry are married and hold RRSPs with a value exceeding $500,000. They are concerned about their final tax liability and want to cover the taxes after they have both died. What would their financial planner recommend them to implement in order for the couple to achieve the objective?
- A. Purchase a joint last-to-die permanent life insurance policy.
- B. Update the beneficiary of the RRSP plans to each other.
- C. Transfer the funds into an inter vivos trust.
- D. Set up a testamentary trust through their wills.
Correct Answer: A 🗳️
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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. Offer alternative investment options in line with Jonathan's risk tolerance.
- B. Revisit Jonathan's goals, objectives and risk tolerance with him.
- C. Remind Jonathan about the risks associated with investing, as well as the possible volatility and impact on investment returns.
- D. Remind Jonathan that investing is a long-term process and losses will likely be recovered.
Correct Answer: B 🗳️
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Richard reviewed his divorce settlement from his partner Alex with his advisor Maria. He is deciding between providing a lump sum spousal support payment of $60,000 or making monthly payments. If Richard's income is $200,000 and Alex's income is $40,000, what should Maria advise Richard about the tax implications for both Richard and Alex in regard to the lump sum payment?
- A. Richard will deduct the payment and pay taxes on the remaining $140,000 of income, and Alex will pay taxes on the lump-sum payment of $60,000.
- B. Richard will deduct the payment and pay taxes on the remaining $140,000 of income and Alex will pay taxes only on his earned income of $40,000.
- C. Richard will deduct half of the lump-sum support payment and pay taxes on the remaining $170,000 of income and Alex will claim the other half of the lump-sum support payment in addition to his earned Income of $40,000.
- D. Richard will pay taxes on the entirety of the $200,000 and Alex will pay taxes only on his earned income of $40,000.
Correct Answer: D 🗳️
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A client refuses to provide details about debt balances, tax returns, and monthly expenses but asks the planner to confirm whether retirement at age 55 is achievable. What should the planner do?
- A. Use generic assumptions and present the plan as reliable.
- B. Proceed only with investment recommendations.
- C. Estimate the figures secretly from the client's age and income.
- D. Explain that the conclusion will be limited or unreliable without the missing information.
Correct Answer: D 🗳️
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Jonah is meeting with his client, Muhsina, who owns Myke Inc., a Canadian-controlled private corporation.
Based on current market value, if he decides to sell Myke Inc., Muhsina will have a capital gain of $400.000.
He expects the value of Myke Inc. to increase in future years and has a CNIL balance of $100,000. He wants the future increase in value to be taxed in the hands of his children, Teshi and Kaliyah, and to minimize the cost. What action should Jonah advise Muhsina to take to meet his goal?
- A. Set up a joint account with Teshi.
- B. Sell #### Inc. to his children for $1.
- C. Sell #### Inc. to his children at fair market value.
- D. Set up a joint account with Teshi and Kaliyah.
Correct Answer: C 🗳️
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