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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. Sunil and Shashi are married and both age 45. Each is the personal care Power of Attorney (POA) for the other. They have no children. Shashi would like to revise the personal care POA to ensure that it reflects her medical wishes. How should their financial planner advise Shashi to help her achieve her goal?

A) Utilize her last will and testament.
B) Appoint an alternate POA for personal care.
C) Utilize a living will.
D) Appoint someone other than Sunil as her POA for personal care.

2. A married couple has a $480,000 mortgage with 15 years remaining. They want the mortgage retired if either spouse dies during that period. What insurance structure best fits this objective?

A) Joint 15-year term first-to-die policy.
B) Individual annuities for both spouses.
C) Joint 15-year term last-to-die policy.
D) Joint permanent last-to-die policy.

3. Alexis has an index-linked GIC with an adjusted cost base of $20,500. The GIC was issued one year ago, has four years remaining to maturity and provides her with 60% participation in the gains of the S & P/TSX 60 Index, based on the level of the Index at maturity or at redemption prior to maturity. The GIC has a 2% fee if redeemed in the first two years. Alexis notices that the S & P/TSX 60 Index is up 25% and she would like to redeem her GIC. She asked her financial planner if she redeems her GIC, how much she would receive upon redemption. What will her financial planner tell her?

A) She will receive $23,575.
B) She will receive $20,500.
C) She will receive $25,625.
D) She will receive $23,104.

4. Leena and Harry are married and hold RRSPs with a value exceeding $500,000. They are concerned about their final tax liability and want to cover the taxes after they have both died. What would their financial planner recommend them to implement in order for the couple to achieve the objective?

A) Update the beneficiary of the RRSP plans to each other.
B) Set up a testamentary trust through their wills.
C) Transfer the funds into an inter vivos trust.
D) Purchase a joint last-to-die permanent life insurance policy.

5. What key question should be answered during the recommending strategies stage of the financial planning process?

A) How can the client achieve her goals?
B) What are the client's needs and goals?
C) Are the client's goals feasible?
D) How and by whom will the planner be compensated?

Solutions: