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

1. Bellamy, a registrant, recently prepared a financial plan for Stewart. As part of the plan, he recommended an asset allocation mutual fund that aligns with Stewart's Know Your Client and suitability. Stewart trusts Bellamy, accepts his recommendations, and is ready to provide purchase instructions. What next step should Bellamy complete in order to implement the strategy?

A) Advise Stewart of his licensing category, provinces and territories of registration, as well as dealer name.
B) Provide Stewart with the fund facts document relevant to the recommended fund.
C) Place a buy order for the mutual fund on his workstation.
D) Distribute the simplified prospectus and annual report relevant to the recommended fund.

2. Daniel, age 55, plans to continue working for AMG Telecommunications Corporation until he retires at age
60. The company has a defined contribution plan and Daniel is looking for the best option that will allow him to receive the highest guaranteed income throughout his retirement. He is not concerned about leaving an estate and feels that interest rates will be at high levels as he nears retirement. What planning strategy should Daniel's financial planner recommend he implement to achieve this objective?

A) Transfer proceeds to a LIRA and purchase a target date fund.
B) Use the proceeds to purchase a life annuity.
C) Transfer proceeds to a locked-in RRSP and purchase a laddered GIC.
D) Use the proceeds to purchase a principal-protected note.

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

4. 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) Previous financial plan.
B) Life insurance policy.
C) Tax returns.
D) Qualitative questionnaire.

5. Sapphire, age 35, a recent widow, is still in the grieving stage. She has just received a large insurance payout.
She has limited savings, a long-term time horizon, and a high tolerance for risk. What investment strategy should her financial planner recommend until Sapphire is better able to understand her new situation?

A) Deposit the funds into a high-risk investment portfolio.
B) Deposit the funds into a high interest savings account.
C) Deposit the funds into a moderate risk investment portfolio.
D) Deposit the funds into a portfolio of traditional and index-linked guaranteed investment certificates.

Solutions: