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CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Enabling Competencies | 16% | - Professional Conduct and Regulatory Compliance - Client Relationship and Practice Management |
| Technical Competencies | 84% | - Tax Planning - Asset and Liability Management - Retirement Planning - Risk Management and Insurance - Investment Planning - Estate Planning |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
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. Accumulation.
- B. Consolidation.
- C. Gifting.
- D. Financial independence.
Correct Answer: A 🗳️
Evan meets with his financial planner to review his concerns around inflation and its impact on his TFSA investment portfolio. His financial planner researches the current holdings and recommends that he sells one of the portfolio's equity funds. Which replacement option should the financial planner recommend to Evan?
- A. Gold bullion.
- B. Treasury bills.
- C. Real estate investment trusts.
- D. Guaranteed investment certificates.
Correct Answer: C 🗳️
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Kendrick, age 55, owns a successful small business, ZXC Inc., valued at $800,000. Kendrick has extensive savings outside of the business and would like to pass the company onto his son at some point in the future.
Kendrick expects the business to increase in value $25,000 per year. If Kendrick decides to use an estate freeze to reduce the amount of taxes he will be required to pay, his financial planner should recommend that he implement the estate freeze at which point in relation to gifting the business to his son?
- A. Immediately.
- B. One month prior to gifting the company.
- C. At the same time as gifting the company.
- D. To take effect at the time of his passing.
Correct Answer: A 🗳️
Richard pays periodic spousal support and child support under a written separation agreement. Which statement is generally correct?
- A. Spousal support is never relevant for tax planning.
- B. Child support is taxable to the recipient if paid monthly.
- C. Both spousal and child support are always deductible to Richard.
- D. Qualifying periodic spousal support may be deductible to Richard and taxable to the recipient, while child support is generally neither deductible nor taxable.
Correct Answer: D 🗳️
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Ram Patel, age 65, is meeting with his financial planner, Maria Romano, to complete a financial plan. Ram is retiring this year, and his company provides a defined benefit pension plan. Upon retirement, he has the choice of receiving $20,000 each year for 20 years or until death (whichever is earlier), or he can take
$304,300, which is the commuted value at retirement. Ram has confirmed that he will be transferring the commuted value to a LIRA. After further discovery, Maria suggests that they utilize a 5% market rate of return and project the funds to last 25 years. What should Maria update Ram's projected annual retirement income to?
- A. $21,591.
- B. $21,000.
- C. $24,418.
- D. $20,000.
Correct Answer: A 🗳️
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