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

2. Janet's non-registered account holds the funds listed in the following table:

Assuming a marginal tax rate of 45%, what amount of tax payable will Janet incur if she redeems the account to fund the purchase of a new business?

A) $5,625.
B) $4,500.
C) $6,750.
D) $9,000.

3. Robert is meeting with his wealth advisor to review options to put a plan in place to save for his children's education. He has a daughter, age seven, and a disabled son, age four Robert would like to maximize his savings towards this goal, ensure the strategy is tax efficient and utilize available grants. Which option is most appropriate for Robert's plan?

A) Establish individual RESP for his children
B) Set up an education purpose trust account for both beneficiaries with a lump-sum investment
C) Establish a family RESP and start contributions
D) Establish a group RESP and start contributions

4. Lex's client, Phillip, has signed an agreement to purchase his uncle's business when his uncle retires in five years for $210,000. Phillip has $175,000 today, how should Lex recommend Philip invest his money?

A) Phillip should deposit the funds into a savings account which is currently paying 3.00% per year.
B) Phillip should purchase a 5-year 3.50% annual GIC.
C) Phillip should purchase an equity mutual fund which has had an average return of 6.00% a year for the past five years.
D) Phillip should purchase a 5-year bond with a rate of 3.75%.

5. Dianna is visiting with Karen, her Financial Planner, and is excited to report that she has just bought her dream home. She has also let Karen know she Is meeting with an insurance representative to purchase a whole life insurance to cover her 20-year mortgage. Why might Karen suggest Dianna consider term life insurance instead?

A) The term policy has a cash value, which can be borrowed against.
B) The cost of premiums is lower than whole life.
C) It is better suited for long term insurance needs.
D) The client's health may deteriorate as she gets older.

Solutions: