CSI Applied Financial Planning Certification Exam 1 (AFP) : AFP-Exam-1

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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. Clara invested $150,000 with Roper Counsel, a member of CIRO. Her portfolio consists entirely of Canadian mutual funds. Roper Counsel recently became insolvent and declared bankruptcy. Where can Clara seek help to recover her financial losses due to this event?

A) Canadian Investor Protection Fund.
B) Office of the Superintendent of Financial Institutions.
C) Assuris.
D) MFDA Investor Protection Corporation.

2. What financial information would Deandra a financial planner, analyze in order to increase her client's net worth by decreasing expenses?

A) Budget
B) Net worth statement
C) Expense report
D) Current cash flow statement

3. William and Jennifer are selling their business which qualifies as a Canadian-controlled private corporation.
When the sale is complete at the end of this year, William and Jennifer will each receive $4 million for their common shares which have nominal cost. Jennifer has unused capital losses from previous years. They are meeting with Laurel, their financial planner, to discuss the tax implications of the sale. Based on the information provided, what should Laurel recommend to William and Jennifer so that they are best able to make use of the Lifetime Capital Gains Exemption?

A) They should each claim 50% of the exemption.
B) Only William should claim 100% of the exemption.
C) Only Jennifer should claim 100% of the exemption.
D) They should each claim 100% of the exemption.

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

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B) Only after all RRSP assets are withdrawn in cash.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

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

Solutions: