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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. Jelena, age 32, is single and works as a partner in a law firm. She is meeting with her financial planner, May, as she would like to start investing. Her friend John talks about hot sectors in the stock markets and has recently brought up the cannabis sector. She has done some reading about this sector and is willing to experience large decline in her investments. Jelena also mentioned to May that she believes in high long-term returns. What conclusion can May draw based on their discussions about the stock market and Jelena's expectations?

A) Jelena has limited Investment knowledge and experience.
B) Jelena has good investment knowledge but low experience.
C) Jelena has good investment knowledge and experience.
D) Jelena has limited investment knowledge but good experience.

2. 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) Twenty-year zero-coupon bond.
C) High-interest savings account.
D) Floating-rate note.

3. A client borrows $100,000 to invest in a non-registered portfolio expected to generate interest and dividend income. What tax principle is most relevant?

A) Loan interest is never deductible for individuals.
B) Interest deductibility applies only to TFSA contributions.
C) The investment income becomes tax-free because leverage is used.
D) Interest on borrowed money may be deductible when the funds are used to earn income from property.

4. A financial planner, Rachel, is preparing to recommend a discretionary portfolio manager to her client. The portfolio manager is owned by Rachel's former employer, and Rachel receives no referral fee. However, the former employer regularly sends new clients to Rachel's practice. What should Rachel do before making the recommendation?

A) Recommend the manager only if the client signs a risk acknowledgement form.
B) Avoid discussing the portfolio manager and let the client find one independently.
C) Disclose the relationship and the potential conflict before the client decides.
D) Proceed because no monetary referral fee is paid.

5. 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 contribution permanently eliminates all future spousal RRSP room.
B) The withdrawal may attribute back to the contributing spouse.
C) The withdrawal must be taxed as capital gains.
D) The withdrawal is always tax-free.

Solutions: