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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. A high-income parent gives $80,000 to a 12-year-old child to invest in a non-registered bond fund. The parent expects the child to report the annual interest income. What rule should the planner identify?

A) The child must contribute the amount to an RRSP.
B) The income is always taxed to the child because the account is in the child's name.
C) Attribution rules may tax the interest income back to the parent.
D) Attribution rules apply only when property is transferred to a spouse.

2. Clara invested $150,000 with Roper Counsel, a member of CIRO. Her portfolio consists entirely of Canadian mutual funds. Roper Counsel recently became insolvent and declared bankruptcy. Where can Clara seek help to recover her financial losses due to this event?

A) Canadian Investor Protection Fund.
B) MFDA Investor Protection Corporation.
C) Office of the Superintendent of Financial Institutions.
D) Assuris.

3. Dianna has just taken a 20-year mortgage and wants insurance only to ensure the mortgage can be repaid if she dies during that period. She is considering whole life insurance. What should her planner most likely explain?

A) Term insurance is generally better aligned with a temporary liability.
B) Critical illness insurance replaces life insurance for mortgage protection.
C) Whole life is always cheaper for temporary mortgage needs.
D) No insurance is needed if the mortgage is insured by the lender.

4. Derek recently inherited $900,000. He asks his financial planner to invest the entire amount in a concentrated portfolio of junior mining stocks. Derek has never invested before, has two young children, and is still deciding whether to purchase a home. What should the planner do first?

A) Refuse to work with Derek because he suggested a speculative portfolio.
B) Invest half immediately and hold half in cash without further discussion.
C) Review Derek's objectives, risk tolerance, risk capacity, time horizon, and liquidity needs.
D) Place the trades because Derek has given clear instructions.

5. At the first meeting, a financial planner explains her services, compensation, responsibilities, limitations, confidentiality practices, and what information the client must provide. Which document should normally capture these matters?

A) Trade confirmation.
B) Retirement income projection.
C) Fund facts document.
D) Client agreement letter.

Solutions: