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

1. A business owner completes an estate freeze, taking back preferred shares with a fixed redemption value while children receive common shares. What is a primary risk of this strategy for the owner?

A) No future growth can occur in the corporation.
B) The owner's retained preferred shares may not provide adequate income or inflation protection.
C) The children can never benefit from future growth.
D) The freeze automatically eliminates all tax at death.

2. How should Jenny, a financial planner, explain the benefits of a fee for service method of compensation to a prospective client?

A) The planner has no incentive to recommend one product that provides higher compensation over another product with lower compensation.
B) The planner is able to charge a higher fee based on the complexity of products sold.
C) The planner is compensated based on the quality of the financial plan.
D) The planner is compensated solely on the performance of the investment portfolio established by the planner for the client.

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 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

4. Evan meets with his financial planner to review his concerns around inflation and its impact on his TFSA investment portfolio. His financial planner researches the current holdings and recommends that he sells one of the portfolio's equity funds. Which replacement option should the financial planner recommend to Evan?

A) Guaranteed investment certificates.
B) Gold bullion.
C) Treasury bills.
D) Real estate investment trusts.

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

Solutions: