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

1. Carla, a financial planner, is meeting with a long-standing client, Jonathan. Jonathan informs Carla that he is upset and disappointed with the negative returns experienced with his investment portfolio. After acknowledging Jonathan's concerns, what should Carla's first step be in addressing his complaint?

A) Remind Jonathan about the risks associated with investing, as well as the possible volatility and impact on investment returns.
B) Remind Jonathan that investing is a long-term process and losses will likely be recovered.
C) Offer alternative investment options in line with Jonathan's risk tolerance.
D) Revisit Jonathan's goals, objectives and risk tolerance with him.

2. A retiree holds most of her investments in interest-bearing GICs inside a non-registered account while her TFSA is invested in cash. She has unused TFSA room and wants to improve after-tax efficiency without increasing total portfolio risk materially. What should the planner consider?

A) Borrowing to invest in the non-registered account.
B) Holding more interest-bearing assets inside the TFS
C) Moving all assets into speculative equities.
D) Withdrawing RRIF minimums and gifting them immediately.

3. Francois and Brigitte are meeting with their financial planner, Robin. They would like to ensure that if one of them were to die suddenly that their mortgage would be paid in full. Their current mortgage has an outstanding balance of $400,000 with 10 years remaining. The couple are in good health and have a well- balanced financial plan that focuses on debt reduction and savings. Which type of insurance policy should Robin recommend to assist the couple in meeting their objective?

A) Joint 10-year term first-to-die policy.
B) Joint 10-year term last-to-die policy.
C) Joint whole life last-to-die policy.
D) Joint whole life first-to-die policy.

4. 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) $20,000.
B) $21,591.
C) $24,418.
D) $21,000.

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

Solutions: