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CSI AFP-Exam-1 Exam Syllabus Topics:

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

Question 1

Matias is working on estate planning recommendations for his client Cynthia. After a recent meeting, Matias is confident that an estate freeze would be the best option for her. Which factor would have determined that the estate freeze was the best recommendation for him to give Cynthia?

A. She requires flexibility in updating beneficiaries.
B. She can afford to live on a fixed stream of income.
C. Her children have higher marginal tax rates than her.
D. The economy is about to enter a period of hyper-inflation.

Question 2

Keitaro, age 42, and Ruth, age 52, are married and have two children - Maximo, age 20, and Hannah, age 16, both from Keitaro's previous marriage. In the event Keitaro dies, he would like to minimize taxes, provide for Ruth for the remainder of her life, and then after her death leave the residual to his children. What estate planning strategy should his financial planner recommend to help Keitaro achieve his goal?

A. Transfer his assets to an inter vivos spousal trust through a will and name his children as income and capital beneficiaries.
B. Transfer his assets to an inter vivos spousal trust through a will and name his children as capital beneficiaries.
C. Transfer his assets to a testamentary spousal trust through a will and name his children as income and capital beneficiaries.
D. Transfer his assets to a testamentary spousal trust through a will and name his children as capital beneficiaries.

Question 3

How should Jenny, a financial planner, explain the benefits of a fee for service method of compensation to a prospective client?

A. The planner is compensated based on the quality of the financial plan.
B. The planner is compensated solely on the performance of the investment portfolio established by the planner for the client.
C. The planner has no incentive to recommend one product that provides higher compensation over another product with lower compensation.
D. The planner is able to charge a higher fee based on the complexity of products sold.

Question 4

A business owner completes an estate freeze, taking back preferred shares with a fixed redemption value while children receive common shares. What is a primary risk of this strategy for the owner?

A. The children can never benefit from future growth.
B. No future growth can occur in the corporation.
C. The owner's retained preferred shares may not provide adequate income or inflation protection.
D. The freeze automatically eliminates all tax at death.

Question 5

Justis, age 62, and his wife Jen, age 58, are meeting with their financial planner, Luke. They are both planning to retire by age 65. Their goals are to minimize debt and reduce taxes. The couple's financial situation is outlined below.

Justis' annual income is $25,000. He has a $15,000 RRSP, $30,000 single non-registered account and a
$25,000 TFSA. Jen's annual income is $60,000, and she has a $150,000 RRSP, $50,000 single non-registered account and a $20,000 TFSA.
Jen's marginal tax rate is 35%, and Justis' is 25%. Assuming all investments are making interest income of
10%, what would be the most appropriate strategy for Luke to recommend for the couple?

A. Use Justis's RRSP to pay off all liabilities.
B. Use Jen's non-registered funds to pay all liabilities.
C. Use Justis's non-registered funds to pay off all liabilities.
D. Use Jen's RRSP to pay all liabilities.

Solutions: