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

1. Miles tells Rasheed, his financial planner, that he would like to assign the growth assets in his portfolio to his children. Rasheed recommends Miles freeze his estate. What is the primary risk associated with an estate freeze?

A) Once the estate freeze is in place, no future growth of the assets can occur.
B) The preferred shares taken back by the taxpayer may provide inadequate Income because of inflation.
C) It is easy to unwind an estate freeze, but the amount of income paid to the taxpayer will be inconsistent from year to year.
D) Once the children hold the common shares, they can vote to withhold payment of the preferred dividend.

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

3. Jimi and Macy, both age 26, consider themselves risk averse. After reviewing their budget with their financial planner, they discovered that they have a negative cash flow every couple of months due to their discretionary spending habits. What would be an appropriate strategy for their financial planner to recommend to the couple to manage their negative cash flow?

A) Setup joint TFSA and pre-authorized contribution.
B) Setup individual TFSA and pre-authorized contribution.
C) Setup individual personal line of credit and pre-authorized contribution in individual non-registered account.
D) Setup joint personal line of credit and pre-authorized contribution in a joint non-registered account.

4. 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) Distribute the simplified prospectus and annual report relevant to the recommended fund.
B) Provide Stewart with the fund facts document 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.

5. In which life cycle stage would a financial planner identify his client to be if they have a high mortgage balance and an unstable or lower income, and are willing to take on investment risk because of their longer time horizon?

A) Consolidation.
B) Financial independence.
C) Accumulation.
D) Gifting.

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