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CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Estate Planning | 13% | - Estate Transfer Strategies - Powers of Attorney - Wills - Trust and Beneficiary Planning |
| Retirement Planning | 17% | - Pension Plans - Retirement Needs Analysis - Registered Retirement Savings Plans - Retirement Income Strategies |
| Professional Conduct and Regulatory Compliance | 10% | - Compliance Responsibilities - Ethics and Professional Standards - Regulatory Requirements |
| Investment Planning | 17% | - Asset Allocation - Portfolio Construction - Investment Theory - Investment Products |
| Risk Management and Insurance | 12% | - Risk Transfer Strategies - Life Insurance - Risk Assessment - Disability and Health Insurance |
| Tax Planning | 14% | - Tax-Efficient Strategies - Registered Plans - Tax Deductions and Credits - Income Tax Fundamentals |
| Client Relationship and Practice Management | 6% | - Practice Management - Communication and Advisory Process - Client Discovery |
| Asset and Liability Management | 11% | - Personal Balance Sheet Analysis - Cash Flow Management - Budgeting - Debt Management |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
A client wants a policy that pays a lump sum if she is diagnosed with a covered serious illness and survives the required waiting period. Which product matches this need?
- A. Disability insurance.
- B. Accidental death insurance.
- C. Long-term care insurance.
- D. Critical illness insurance.
Correct Answer: D 🗳️
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Lois is reviewing her client Raj's retirement plan. To stay on track, Raj's TFSA (with a current balance of
$10,000) will need to be worth $42,000 in five years. Raj is able to contribute his annual bonus of $5,000 at the end of each year. For Raj to stay on plan, what rate of return does Lois need to be targeting?
- A. 6.36%.
- B. 5.71%.
- C. 7.67%.
- D. 5.64%.
Correct Answer: A 🗳️
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Bill was recently declined for a loan application at his financial institution, and he is concerned that a liability has been added to his credit bureau that does not belong to him. He asks his financial planner to review his credit bureau with him to help him identify why he may have been declined. Which area of the credit bureau might his financial planner advise Bill to review?
- A. Inquiries.
- B. Account history.
- C. Number of previous declines.
- D. Public record information.
Correct Answer: B 🗳️
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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. RRSP with a named spouse as beneficiary.
- C. Asset held as joint tenants with right of survivorship.
- D. Asset owned as tenants in common.
Correct Answer: D 🗳️
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A financial planner recently started her new role at the bank and decided to create a checklist when meeting with prospects. She wanted to include one item on the checklist that would allow her to understand her clients' tolerance for risk. What information should she add, that will help her achieve this objective?
- A. Life insurance policy.
- B. Qualitative questionnaire.
- C. Tax returns.
- D. Previous financial plan.
Correct Answer: B 🗳️
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Meredith -
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