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CSI AFP-Exam-1 Exam Syllabus Topics:

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

Question 1

Barbara, age 50, is meeting with her financial planner, Clark. Barbara has been hired as the Chief Executive Officer of a very successful privately owned business. Her salary will be $200,000 annually, plus a bonus.
Which retirement savings option should Clark recommend for Barbara?

A. A defined benefit plan.
B. A deferred profit-sharing plan.
C. An individual pension plan.
D. A retirement compensation arrangement.

Question 2

Which asset is most likely to flow through a deceased person's estate rather than pass automatically outside the estate?

A. Life insurance with a named beneficiary.
B. Asset owned as tenants in common.
C. RRSP with a named spouse as beneficiary.
D. Asset held as joint tenants with right of survivorship.

Question 3

A financial planner is invited to serve as a paid director of a private corporation owned by one of her clients.
The client also wants the planner to continue providing personal financial planning advice. What should the planner do before accepting the directorship?

A. Disclose the proposed outside activity and obtain required approval from her firm.
B. Accept because board compensation is separate from planning compensation.
C. Transfer the client to another planner without documenting the reason.
D. Accept only if the client verbally confirms there is no conflict.

Question 4

A higher-income spouse contributes to a spousal RRSP for the lower-income spouse. The lower-income spouse withdraws the contribution amount the following year. What should the planner warn them about?

A. The withdrawal may attribute back to the contributing spouse.
B. The withdrawal must be taxed as capital gains.
C. The contribution permanently eliminates all future spousal RRSP room.
D. The withdrawal is always tax-free.

Question 5

A client borrows $100,000 to invest in a non-registered portfolio expected to generate interest and dividend income. What tax principle is most relevant?

A. The investment income becomes tax-free because leverage is used.
B. Loan interest is never deductible for individuals.
C. Interest on borrowed money may be deductible when the funds are used to earn income from property.
D. Interest deductibility applies only to TFSA contributions.

Solutions: