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CSI AFP-Exam-1 Exam Syllabus Topics:

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

Question 1

Demario, age 28, has just started his own law firm. He met with his financial planner, Ivy, and she told him that he needs insurance, but Ivy did not specify which type. Demario is single and owns his own home. At this point in his career, his greatest asset is his human capital. Which type of insurance should Ivy have specified to purchase in order for Demario to best protect this asset?

A. Term Life.
B. Critical Illness.
C. Disability.
D. Extended health care.

Question 2

During implementation, a client agrees to update her will, purchase disability insurance, and increase RRSP contributions. Which statement best describes the planner's role?

A. Assume the client will implement everything without follow-up.
B. Focus only on the RRSP contribution because it creates an investment transaction.
C. Clarify responsibilities, timelines, and any required referrals or product steps.
D. Complete the will without involving a lawyer.

Question 3

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. Sell #### Inc. to his children at fair market value.
B. Sell #### Inc. to his children for $1.
C. Set up a joint account with Teshi and Kaliyah.
D. Set up a joint account with Teshi.

Question 4

A client asks when his RRSP must generally be converted to a retirement income vehicle. What should the planner explain?

A. Only after all RRSP assets are withdrawn in cash.
B. By the end of the year he turns 71.
C. On the day he turns 65.
D. Only when he stops working.

Question 5

In 2019, Glenda, age 46, visited her financial planner to discuss her goal of retiring at the age of 65. Glenda had questions about whether she qualified for the maximum amount of CPP and OAS benefits as she had immigrated to Canada just 10 years earlier to take a job as a nuclear technician. What should her financial planner have told her?

A. Glenda would receive the max CPP and partial OAS benefits at age 65.
B. Glenda would receive partial CPP and no OAS benefits at age 65.
C. Glenda would receive partial CPP and partial OAS benefits at age 65.
D. Glenda would receive the max CPP and OAS benefits at age 65.

Solutions: