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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. Interest rates are expected to rise sharply. Which fixed-income security would normally have the highest price sensitivity to that change, all else equal?

A) Six-month treasury bill.
B) Floating-rate note.
C) Twenty-year zero-coupon bond.
D) High-interest savings account.

2. A client says she can emotionally tolerate a 30% portfolio decline, but she needs the money in 18 months for a home down payment and has no other savings. What should the planner conclude?

A) Her high tolerance automatically supports an all-equity portfolio.
B) Her risk capacity is low despite her stated tolerance.
C) Her tax bracket determines that equities are required.
D) Her investment experience is the only relevant factor.

3. 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 contribution permanently eliminates all future spousal RRSP room.
C) The withdrawal must be taxed as capital gains.
D) The withdrawal is always tax-free.

4. Mary, an accredited financial planner, recently met with clients Michael and Radha. They are high- net-worth clients who are in their mid-40s. Michael is a heavy equipment operator at a local oil field, and Radha is a homemaker. They are ready to retire in 10 years and very excited to start planning for the next chapter in their lives. Mary explained her planning process, her accreditation, and her remuneration. When Mary presented the client agreement letter, both clients were surprised. They said they did not know why they would sign a letter to get advice on their own finances. How should Mary answer their question?

A) The client agreement letter outlines the overall investment strategy that is being recommended by Mary to Michael and Radha.
B) The client agreement outlines the specific financial planning strategies that will be implemented to help both Michael and Radha achieve their financial goals.
C) The client agreement letter is a non-legally binding contract that outlines the business relationship between the clients and the financial institution.
D) The client agreement letter sets expectation for the partnership between, the client, the financial planner and their partners.

5. A client's portfolio target is 50% equities and 50% fixed income. After a strong equity market, the portfolio is now 68% equities. The client's circumstances and objectives have not changed. What should the planner recommend?

A) Rebalance toward the target allocation.
B) Move all investments to cash.
C) Stop reviewing the portfolio until retirement.
D) Increase equities because recent performance confirms the trend.

Solutions: