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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. A retiree holds most of her investments in interest-bearing GICs inside a non-registered account while her TFSA is invested in cash. She has unused TFSA room and wants to improve after-tax efficiency without increasing total portfolio risk materially. What should the planner consider?

A) Withdrawing RRIF minimums and gifting them immediately.
B) Holding more interest-bearing assets inside the TFS
C) Borrowing to invest in the non-registered account.
D) Moving all assets into speculative equities.

2. In which life cycle stage would a financial planner identify his client to be if they have a high mortgage balance and an unstable or lower income, and are willing to take on investment risk because of their longer time horizon?

A) Accumulation.
B) Financial independence.
C) Consolidation.
D) Gifting.

3. Mina has $20,000 in a savings account earning 3% before tax. She also has a $9,000 credit card balance at
22%, a $7,000 unsecured line of credit at 10%, and a $14,000 car loan at 4%. Her marginal tax rate is 35%.
Which liability should she target first?

A) Credit card balance.
B) No debt; keep all funds in savings.
C) Car loan.
D) Unsecured line of credit.

4. Priya grants her brother trading authority over her non-registered investment account. Her brother calls the financial planner and asks for Priya's full net worth statement, tax return, and beneficiary information so he can "help with planning." What should the planner do?

A) Decline the request unless Priya gives specific authorization for that information.
B) Disclose the information after confirming the brother's date of birth.
C) Provide all information because trading authority gives full access.
D) Provide only the investment account value and refuse everything else.

5. 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) $4,500.
B) $9,000.
C) $5,625.
D) $6,750.

Solutions: